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Comprehensive Money Management Services’s Welltower WELL Stock Holding History

Comprehensive Money Management Services’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$641K Sell
4,171
-45
-1% -$6.92K 0.49% 72
2025
Q1 		$646K Sell
4,216
-60
-1% -$9.19K 0.52% 65
2024
Q4 		$539K Buy
+4,276
New +$539K 0.44% 84