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Asset Planning Inc’s Welltower WELL Stock Holding History

Asset Planning Inc’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.11M Sell
20,204
-192
-0.9% -$29.5K 2.34% 9
2025
Q1 		$3.12M Sell
20,396
-192
-0.9% -$29.4K 2.45% 8
2024
Q4 		$2.59M Buy
+20,588
New +$2.59M 1.98% 10