Thurston Springer Miller Herd & Titak’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.06K Sell
2025
Q2
$402K Buy
2025
Q1
$320K Buy
2024
Q4
$184K Sell
2024
Q3
$279K Buy
2024
Q2
$219K Buy