Laurel Wealth Advisors (North Carolina)’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-200
Closed -$25.2K 745
2024
Q4
$25.2K Buy
+200
New +$25.2K ﹤0.01% 391
2021
Q3
Sell
-250
Closed -$21K 755
2021
Q2
$21K Buy
+250
New +$21K ﹤0.01% 374