AWM
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Angeles Wealth Management’s Welltower WELL Stock Holding History

Angeles Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$263K Buy
1,709
+377
+28% +$58K 0.02% 283
2025
Q1 		$204K Buy
+1,332
New +$204K 0.02% 279