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Mechanics Bank - Trust Department’s Welltower WELL Stock Holding History

Mechanics Bank - Trust Department’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$254K Hold
1,649
– – 0.04% 196
2025
Q1 		$253K Hold
1,649
– – 0.03% 204
2024
Q4 		$208K Hold
1,649
– – 0.03% 211
2024
Q3 		$211K Buy
+1,649
New +$211K 0.03% 197