Triad Wealth Partners’s Welltower WELL Stock Holding History

Triad Wealth Partners’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	$398K	Buy
2025 Q2	$323K	Sell
2025 Q1	$327K	Sell
2024 Q4	$275K	Buy
2024 Q3	–	Sell
2024 Q2	$137K	Buy