GM Advisory Group’s Welltower WELL Stock Holding History

GM Advisory Group’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
2026 Q1	$432K	Sell
2025 Q4	$429K	Buy
2025 Q3	$374K	Buy
2025 Q2	$323K	Hold
2025 Q1	$322K	Buy
2024 Q4	$252K	Hold
2024 Q3	$256K	Hold
2024 Q2	$209K	Buy
2022 Q2	–	Sell
2022 Q1	$209K	Buy