MQWP
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Morey & Quinn Wealth Partners’s Welltower WELL Stock Holding History

Morey & Quinn Wealth Partners’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.08M Sell
7,019
-777
-10% -$119K 0.86% 28
2025
Q1 		$1.19M Buy
7,796
+165
+2% +$25.3K 0.99% 24
2024
Q4 		$962K Buy
+7,631
New +$962K 0.82% 28