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One Degree Advisors’s Welltower WELL Stock Holding History

One Degree Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$291K Hold
1,896
– – 0.1% 60
2025
Q1 		$290K Buy
1,896
+11
+0.6% +$1.68K 0.12% 53
2024
Q4 		$270K Sell
1,885
-30
-2% -$4.3K 0.11% 53
2024
Q3 		$243K Buy
+1,915
New +$243K 0.1% 56