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Atticus Wealth Management’s Welltower WELL Stock Holding History

Atticus Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.08K Buy
+7
New +$1.08K ﹤0.01% 597
2022
Q4 		– Sell
-38
Closed -$3K – 649
2022
Q3 		$3K Hold
38
– – ﹤0.01% 483
2022
Q2 		$3K Hold
38
– – ﹤0.01% 516
2022
Q1 		$4K Buy
+38
New +$4K ﹤0.01% 485