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

Thurston Springer Miller Herd & Titak’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 		$402K Buy
2,612
+521
+25% +$80.1K 0.05% 272
2025
Q1 		$320K Buy
2,091
+628
+43% +$96.2K 0.05% 243
2024
Q4 		$184K Sell
1,463
-714
-33% -$90K 0.04% 283
2024
Q3 		$279K Buy
2,177
+72
+3% +$9.22K 0.08% 212
2024
Q2 		$219K Buy
+2,105
New +$219K 0.07% 292