Empirical Wealth Management’s Welltower WELL Stock Holding History

Empirical Wealth 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	$423K	Sell
2025 Q1	$596K	Buy
2024 Q4	$294K	Sell
2024 Q3	$355K	Buy
2024 Q2	$262K	Buy
2024 Q1	$203K	Sell
2023 Q4	$202K	Buy