Net Worth Advisory Group’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$472K	Buy	3,069 +175	+6%	+$26.9K	0.1%	200
2025 Q1	$443K	Sell	2,894 -1,353	-32%	-$207K	0.14%	171
2024 Q4	$535K	Buy	4,247 +1,438	+51%	+$181K	0.16%	162
2024 Q3	$360K	Buy	+2,809	New	+$360K	0.11%	221