Wood Tarver Financial Group’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$66K	Buy	435 +2	+0.5%	+$303	0.02%	266
2025 Q1	$66.4K	Buy	433 +1	+0.2%	+$153	0.02%	246
2024 Q4	$54K	Buy	+432	New	+$54K	0.02%	257