Kohmann Bosshard Financial Services’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$234K	Hold	1,519	–	–	0.03%	174
2025 Q1	$233K	Sell	1,519 -3	-0.2%	-$460	0.03%	194
2024 Q4	$192K	Buy	+1,522	New	+$192K	0.02%	189