Golden State Wealth Management’s Welltower WELL Stock Holding History

Golden State 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 Q3	$118K	Hold
2025 Q2	$102K	Buy
2025 Q1	$102K	Sell
2024 Q4	$84.8K	Buy
2020 Q2	–	Sell
2020 Q1	$50K	Buy
2019 Q4	–	Sell
2019 Q3	$63K	Buy
2019 Q2	$53K	Sell
2019 Q1	$53K	Buy