LongView Wealth Management’s Welltower WELL Stock Holding History

LongView 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	$882K	Buy
2025 Q2	$750K	Buy
2025 Q1	$746K	Sell
2024 Q4	$627K	Sell
2024 Q3	$659K	Sell
2024 Q2	$548K	Buy
2024 Q1	$478K	Buy
2023 Q4	$449K	Buy