Wedmont Private Capital’s Welltower WELL Stock Holding History

Wedmont Private Capital’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	$1.6M	Buy
2025 Q2	$1.33M	Buy
2025 Q1	$1.2M	Buy
2024 Q4	$901K	Buy
2024 Q3	$831K	Sell
2024 Q2	$716K	Buy
2024 Q1	$474K	Buy
2023 Q4	$452K	Buy
2023 Q3	$356K	Buy
2023 Q2	$323K	Buy
2023 Q1	$249K	Buy