Ruedi Wealth Management’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7	Closed	-$1.07K	–	326
2025 Q1	$1.07K	Hold	7	–	–	﹤0.01%	290
2024 Q4	$882	Hold	7	–	–	﹤0.01%	298
2024 Q3	$896	Sell	7 -7	-50%	-$896	﹤0.01%	306
2024 Q2	$1.46K	Buy	+14	New	+$1.46K	﹤0.01%	347