Moran Wealth Management’s Welltower WELL Stock Holding History

Moran Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$633K	Buy
2025 Q2	$518K	Buy
2025 Q1	$376K	Buy
2024 Q4	–	Sell
2024 Q3	$2.77M	Sell
2024 Q2	$2.27M	Sell
2024 Q1	$2.11M	Buy
2023 Q4	$1.73M	Buy
2023 Q3	–	Sell
2023 Q2	$3.83M	Buy
2023 Q1	$3.3M	Buy