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AGH Wealth Advisors’s Welltower WELL Stock Holding History

AGH Wealth Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$347K Buy
2,259
+9
+0.4% +$1.38K 0.29% 72
2025
Q1 		$345K Buy
2,250
+222
+11% +$34K 0.33% 69
2024
Q4 		$256K Buy
+2,028
New +$256K 0.24% 92