Net Worth Advisory Group’s Welltower WELL Stock Holding History

Net Worth Advisory Group’s Portfolio WELL Stock Details WELL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$472K	Buy
2025 Q1	$443K	Sell
2024 Q4	$535K	Buy
2024 Q3	$360K	Buy