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Allen Mooney & Barnes Investment Advisors’s Welltower WELL Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,323
Closed -$203K – 159
2025
Q1 		$203K Buy
+1,323
New +$203K 0.03% 148