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Mowery & Schoenfeld Wealth Management’s Welltower WELL Stock Holding History

Mowery & Schoenfeld 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 		$14.5K Hold
94
– – 0.02% 191
2025
Q1 		$14.4K Hold
94
– – 0.03% 232
2024
Q4 		$11.8K Buy
+94
New +$11.8K 0.02% 213