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Catalyst Financial Partners’s Welltower WELL Stock Holding History

Catalyst Financial Partners’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 		$306K Buy
1,991
+137
+7% +$21.1K 0.03% 231
2025
Q1 		$284K Buy
1,854
+77
+4% +$11.8K 0.05% 222
2024
Q4 		$224K Buy
1,777
+87
+5% +$11K 0.04% 252
2024
Q3 		$216K Buy
+1,690
New +$216K 0.04% 250