MWM
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Modern Wealth Management’s Welltower WELL Stock Holding History

Modern 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 		$1.04M Sell
6,765
-30,287
-82% -$4.66M 0.03% 356
2025
Q1 		$5.68M Sell
37,052
-5,212
-12% -$799K 0.18% 111
2024
Q4 		$5.33M Buy
+42,264
New +$5.33M 0.2% 100