Shelton 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	$336K	Buy	2,183 +10	+0.5%	+$1.54K	0.16%	97
2025 Q1	$333K	Buy	2,173 +9	+0.4%	+$1.38K	0.18%	97
2024 Q4	$273K	Buy	2,164 +11	+0.5%	+$1.39K	0.14%	102
2024 Q3	$276K	Buy	2,153 +12	+0.6%	+$1.54K	0.15%	102
2024 Q2	$223K	Buy	+2,141	New	+$223K	0.13%	108