CWM
WELL icon

C2C Wealth Management’s Welltower WELL Stock Holding History

C2C Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$307K Hold
2,000
– – 0.28% 66
2025
Q1 		$306K Hold
2,000
– – 0.29% 67
2024
Q4 		$252K Hold
2,000
– – 0.23% 77
2024
Q3 		$270K Hold
2,000
– – 0.25% 72
2024
Q2 		$209K Buy
+2,000
New +$209K 0.2% 81