Oak Thistle LLC’s Welltower WELL Stock Holding History

Oak Thistle LLC’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 Q4	$2.45M	Buy
2025 Q1	–	Sell
2024 Q4	$820K	Buy
2024 Q3	–	Sell
2024 Q2	$740K	Buy
2023 Q2	–	Sell
2023 Q1	$535K	Buy
2022 Q3	–	Sell
2022 Q2	$255K	Sell
2022 Q1	$301K	Buy