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Valued Retirements’s Welltower WELL Stock Holding History

Valued Retirements’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 		$446K Buy
2,904
+1,096
+61% +$168K 0.5% 53
2025
Q1 		$277K Buy
1,808
+18
+1% +$2.76K 0.36% 59
2024
Q4 		$226K Hold
1,790
– – 0.3% 71
2024
Q3 		$229K Buy
+1,790
New +$229K 0.32% 70