MWM
WELL icon

Modera Wealth Management’s Welltower WELL Stock Holding History

Modera Wealth Management’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 		$268K Sell
1,747
-404
-19% -$62.1K ﹤0.01% 556
2025
Q1 		$329K Sell
2,151
-94
-4% -$14.4K ﹤0.01% 499
2024
Q4 		$283K Buy
2,245
+500
+29% +$63K ﹤0.01% 524
2024
Q3 		$223K Buy
+1,745
New +$223K ﹤0.01% 555