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Lee, Danner & Bass’s Welltower WELL Stock Holding History

Lee, Danner & Bass’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-776
Closed -$97.8K – 707
2024
Q4 		$97.8K Buy
+776
New +$97.8K 0.01% 274