Financial Network Wealth Advisors’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$21.8K	Hold	142	–	–	0.03%	350
2025 Q1	$21.8K	Buy	+142	New	+$21.8K	0.03%	330
2024 Q4	–	Sell	-133	Closed	-$17K	–	851
2024 Q3	$17K	Buy	133 +6	+5%	+$768	0.01%	380
2024 Q2	$13.2K	Buy	+127	New	+$13.2K	0.01%	448