Creekmur Asset Management’s Welltower WELL Stock Holding History

Creekmur Asset Management’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	$39.2K	Sell
2025 Q1	$77.4K	Sell
2024 Q4	$64K	Buy
2024 Q3	$64.6K	Hold
2024 Q2	$52.6K	Buy
2024 Q1	$47.1K	Hold
2023 Q4	$45.5K	Buy