Bruce G. Allen Investments’s Welltower WELL Stock Holding History

Bruce G. Allen Investments’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$129K	Sell
2025 Q2	$111K	Sell
2025 Q1	$113K	Hold
2024 Q4	$92.8K	Sell
2024 Q3	$95.4K	Sell
2024 Q2	$79.8K	Buy
2024 Q1	$32K	Buy
2023 Q4	$25.4K	Buy