PDS Planning’s Welltower WELL Stock Holding History

PDS Planning’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	$771K	Buy
2025 Q2	$656K	Buy
2025 Q1	$567K	Buy
2024 Q4	$436K	Sell
2024 Q3	$444K	Buy
2024 Q2	$360K	Buy
2024 Q1	$315K	Buy
2023 Q4	$295K	Buy
2023 Q3	$265K	Buy
2023 Q2	$254K	Buy