Dodds Wealth’s Welltower WELL Stock Holding History

Dodds Wealth’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	$987K	Hold
2025 Q1	$984K	Hold
2024 Q4	$842K	Hold
2024 Q3	$791K	Hold
2024 Q2	$673K	Sell
2024 Q1	$704K	Hold
2023 Q4	$679K	Buy