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Phillips Wealth Planners’s Welltower WELL Stock Holding History

Phillips Wealth Planners’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$231K Sell
1,524
-28
-2% -$4.25K 0.21% 165
2025
Q1 		$221K Buy
+1,552
New +$221K 0.23% 159