Stephens Consulting’s Welltower WELL Stock Holding History

Stephens Consulting’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$2.46K	Buy
2022 Q1	–	Sell
2021 Q4	$4.37K	Buy