Cornerstone Wealth Group’s Welltower WELL Stock Holding History

Cornerstone Wealth Group’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 Q2	$225K	Buy
2025 Q1	$214K	Buy
2019 Q4	–	Sell
2019 Q3	$4.54M	Buy
2019 Q2	$1.56M	Buy