Number of Shares
4,600.00
Current Holdings Value*
$704,770.00
% of Portfolio
1.12%
Total Estimate Gain
$462,183.10
% of Total Estimate Gain
33.51%

Timothy Plan Defensive Strategies Fund's Welltower Inc Holding Summary

As of 2025-03-31, TIMOTHY PLAN held 4,600.00 shares of Welltower Inc(WELL), totaling $704,770.00. This investment constitutes 1.12% of their stock portfolio, and TIMOTHY PLAN now holds 0% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2019Q3. And since then Timothy Plan Defensive Strategies Fund has made 10 purchases of WELL, at an average price of $81.80, for a total of 16,862.00 shares. In addition, there have been 9 sales at an average price of $90.51 for 12,262.00 shares. Based on historical transaction data and WELL's current price of $159.05, Timothy Plan Defensive Strategies Fund's estimated gain on his WELL holdings is $462,183.10, reflecting a 33.51% gain to date.

Timothy Plan Defensive Strategies Fund WELL ($159.05) Holding Chart

Timothy Plan Defensive Strategies Fund WELL ($159.05) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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