Trust Company’s Welltower WELL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-850	Closed	-$79.4K	–	357
2024 Q1	$79.4K	Hold	850	–	–	0.01%	161
2023 Q4	$76.6K	Hold	850	–	–	0.01%	161
2023 Q3	$69.6K	Hold	850	–	–	0.01%	169
2023 Q2	$68.8K	Hold	850	–	–	0.01%	178
2023 Q1	$60.9K	Hold	850	–	–	0.01%	182
2022 Q4	$56K	Hold	850	–	–	0.01%	181
2022 Q3	$55K	Hold	850	–	–	0.01%	176
2022 Q2	$70K	Hold	850	–	–	0.02%	174
2022 Q1	$82K	Hold	850	–	–	0.02%	172
2021 Q4	$73K	Hold	850	–	–	0.02%	157
2021 Q3	$70K	Hold	850	–	–	0.02%	155
2021 Q2	$71K	Hold	850	–	–	0.05%	150
2021 Q1	$61K	Hold	850	–	–	0.04%	160
2020 Q4	$55K	Hold	850	–	–	0.04%	155
2020 Q3	$47K	Hold	850	–	–	0.04%	168
2020 Q2	$44K	Hold	850	–	–	0.04%	163
2020 Q1	$39K	Hold	850	–	–	0.04%	152
2019 Q4	$70K	Hold	850	–	–	0.06%	136
2019 Q3	$77K	Hold	850	–	–	0.07%	129
2019 Q2	$69K	Hold	850	–	–	0.06%	135
2019 Q1	$66K	Hold	850	–	–	0.04%	147
2018 Q4	$59K	Hold	850	–	–	0.03%	143
2018 Q3	$55K	Hold	850	–	–	0.02%	153
2018 Q2	$53K	Hold	850	–	–	0.02%	160
2018 Q1	$46K	Sell	850 -229	-21%	-$12.4K	0.02%	165
2017 Q4	$69K	Hold	1,079	–	–	0.03%	141
2017 Q3	$76K	Hold	1,079	–	–	0.04%	115
2017 Q2	$81K	Hold	1,079	–	–	0.04%	128
2017 Q1	$76K	Buy	+1,079	New	+$76K	0.03%	148
2016 Q4	–	Sell	-28	Closed	-$2K	–	409
2016 Q3	$2K	Buy	+28	New	+$2K	﹤0.01%	381