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Mattern Wealth Management’s Welltower WELL Stock Holding History

Mattern Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$215K Hold
1,400
– – 0.04% 148
2025
Q1 		$214K Buy
+1,400
New +$214K 0.05% 160