Horizon Financial Services’s Welltower WELL Stock Holding History

Horizon Financial Services’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
2025 Q3	$2.32K	Buy
2022 Q1	–	Sell
2021 Q4	$2.14K	Hold
2021 Q3	$2K	Hold
2021 Q2	$2K	Hold
2021 Q1	$2K	Sell
2020 Q4	$25K	Hold
2020 Q3	$21K	Buy