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Whipplewood Advisors’s Welltower WELL Stock Holding History

Whipplewood Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$430K Buy
2,800
+35
+1% +$5.38K 0.24% 101
2025
Q1 		$430K Sell
2,765
-144
-5% -$22.4K 0.25% 93
2024
Q4 		$367K Buy
+2,909
New +$367K 0.21% 104