Covenant Asset Management’s Welltower WELL Stock Holding History

Covenant Asset Management’s Portfolio WELL Stock Details WELL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$474K	Hold
2025 Q2	$409K	Hold
2025 Q1	$407K	Hold
2024 Q4	$335K	Sell
2024 Q3	$347K	Buy
2024 Q2	$257K	Buy