QWP
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Quotient Wealth Partners’s Welltower WELL Stock Holding History

Quotient Wealth Partners’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 		$399K Buy
2,593
+262
+11% +$40.3K 0.01% 221
2025
Q1 		$357K Buy
2,331
+269
+13% +$41.2K 0.01% 226
2024
Q4 		$260K Buy
2,062
+103
+5% +$13K 0.01% 272
2024
Q3 		$251K Buy
+1,959
New +$251K 0.01% 278