McElhenny Sheffield Capital Management’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$212K	Hold	1,381	–	–	0.06%	99
2025 Q1	$212K	Buy	+1,381	New	+$212K	0.08%	96
2023 Q1	–	Sell	-600	Closed	-$39.3K	–	612
2022 Q4	$39.3K	Buy	+600	New	+$39.3K	0.02%	202