Golden State Equity Partners’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$340K	Buy	2,211 +331	+18%	+$50.9K	0.06%	316
2025 Q1	$288K	Sell	1,880 -390	-17%	-$59.8K	0.06%	346
2024 Q4	$286K	Buy	2,270 +664	+41%	+$83.7K	0.05%	347
2024 Q3	$206K	Sell	1,606 -1,175	-42%	-$150K	0.11%	179
2024 Q2	$290K	Buy	+2,781	New	+$290K	0.06%	329