BLC
WELL icon

Brown, Lisle/Cummings’s Welltower WELL Stock Holding History

Brown, Lisle/Cummings’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$28.1K Hold
183
– – 0.01% 392
2025
Q1 		$28K Buy
183
+8
+5% +$1.23K 0.01% 381
2024
Q4 		$22.1K Hold
175
– – 0.01% 404
2024
Q3 		$22.4K Buy
+175
New +$22.4K 0.01% 384