Mark Sheptoff Financial Planning’s Welltower WELL Stock Holding History

Mark Sheptoff Financial Planning’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 Q2	$15.4K	Hold	100	–	–	0.01%	296
2025 Q1	$15.3K	Hold	100	–	–	0.01%	272
2024 Q4	$12.6K	Hold	100	–	–	0.01%	301
2024 Q3	$12.8K	Hold	100	–	–	0.01%	284
2024 Q2	$10.4K	Hold	100	–	–	0.01%	311
2024 Q1	$9.34K	Hold	100	–	–	0.01%	297
2023 Q4	$9.02K	Hold	100	–	–	0.01%	294
2023 Q3	$8.19K	Sell	100 -130	-57%	-$10.7K	0.01%	279
2023 Q2	$18.6K	Hold	230	–	–	0.01%	228
2023 Q1	$16.5K	Hold	230	–	–	0.01%	226
2022 Q4	$15.1K	Hold	230	–	–	0.01%	240
2022 Q3	$15K	Hold	230	–	–	0.01%	227
2022 Q2	$19K	Hold	230	–	–	0.01%	222
2022 Q1	$22K	Hold	230	–	–	0.01%	240
2021 Q4	$20K	Hold	230	–	–	0.01%	254
2021 Q3	$19K	Hold	230	–	–	0.01%	251
2021 Q2	$19K	Hold	230	–	–	0.01%	276
2021 Q1	$16K	Hold	230	–	–	0.01%	254
2020 Q4	$15K	Buy	230 +130	+130%	+$8.48K	0.01%	245
2020 Q3	$6K	Sell	100 -130	-57%	-$7.8K	﹤0.01%	264
2020 Q2	$12K	Hold	230	–	–	0.01%	246
2020 Q1	$11K	Hold	230	–	–	0.01%	228
2019 Q4	$19K	Hold	230	–	–	0.01%	226
2019 Q3	$21K	Buy	230 +130	+130%	+$11.9K	0.01%	207
2019 Q2	$8K	Hold	100	–	–	0.01%	278
2019 Q1	$8K	Hold	100	–	–	0.01%	283
2018 Q4	$7K	Hold	100	–	–	0.01%	266
2018 Q3	$6K	Hold	100	–	–	﹤0.01%	321
2018 Q2	$6K	Hold	100	–	–	﹤0.01%	312
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	333
2017 Q4	$6K	Hold	100	–	–	﹤0.01%	318
2017 Q3	$7K	Hold	100	–	–	﹤0.01%	309
2017 Q2	$7K	Sell	100 -1	-1%	-$70	﹤0.01%	295
2017 Q1	$7K	Buy	101 +1	+1%	+$69	0.01%	297
2016 Q4	$7K	Hold	100	–	–	0.01%	287
2016 Q3	$7K	Hold	100	–	–	0.01%	279
2016 Q2	$8K	Hold	100	–	–	0.01%	259
2016 Q1	$7K	Hold	100	–	–	0.01%	263
2015 Q4	$7K	Hold	100	–	–	0.01%	291
2015 Q3	$7K	Hold	100	–	–	0.01%	271
2015 Q2	$7K	Hold	100	–	–	0.01%	290
2015 Q1	$8K	Hold	100	–	–	0.01%	275
2014 Q4	$8K	Hold	100	–	–	0.01%	274
2014 Q3	$6K	Hold	100	–	–	0.01%	297
2014 Q2	$6K	Hold	100	–	–	0.01%	306
2014 Q1	$6K	Buy	+100	New	+$6K	0.01%	311