AFA
AA Financial Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Hold |
3,582
| – | – | 0.12% | 105 |
|
|
2025
Q1 | $549K | Buy |
3,582
+1,164
| +48% | +$178K | 0.13% | 97 |
|
|
2024
Q4 | $305K | Hold |
2,418
| – | – | 0.08% | 132 |
|
|
2024
Q3 | $310K | Buy |
2,418
+48
| +2% | +$6.15K | 0.09% | 133 |
|
|
2024
Q2 | $247K | Buy |
+2,370
| New | +$247K | 0.09% | 147 |
|