Atticus Wealth Management’s Welltower WELL Stock Holding History

Atticus Wealth Management’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	$1.08K	Buy
2022 Q4	–	Sell
2022 Q3	$3K	Hold
2022 Q2	$3K	Hold
2022 Q1	$4K	Buy