Beacon Financial Planning’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.19M	Sell	27,275 -618	-2%	-$95K	2.34%	10
2025 Q1	$4.27M	Buy	27,893 +1,780	+7%	+$273K	2.46%	10
2024 Q4	$3.29M	Buy	26,113 +12,691	+95%	+$1.6M	1.92%	12
2024 Q3	$1.72M	Buy	13,422 +11,101	+478%	+$1.42M	1.06%	17
2024 Q2	$242K	Buy	+2,321	New	+$242K	0.16%	36