AA Financial Advisors’s Welltower WELL Stock Holding History

AA Financial Advisors’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	$632K	Sell
2025 Q2	$551K	Hold
2025 Q1	$549K	Buy
2024 Q4	$305K	Hold
2024 Q3	$310K	Buy
2024 Q2	$247K	Buy