Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Welltower WELL Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$20.8M Buy
2025
Q1 		$20.1M Buy
2024
Q4 		$15.3M Buy
2024
Q3 		$15.4M Buy
2024
Q2 		$12.5M Buy
2024
Q1 		$11M Buy
2023
Q4 		$10.2M Buy
2023
Q3 		$9.15M Buy
2019
Q2 		– Sell
2019
Q1 		$1.18M Buy