AGH Wealth Advisors’s Welltower WELL Stock Holding History

AGH Wealth 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 Q2	$347K	Buy
2025 Q1	$345K	Buy
2024 Q4	$256K	Buy