AWE
WELL icon

Avidian Wealth Enterprises’s Welltower WELL Stock Holding History

Avidian Wealth Enterprises’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 		$212K Sell
1,379
-98
-7% -$15.1K 0.01% 516
2025
Q1 		$226K Sell
1,477
-880
-37% -$135K 0.01% 484
2024
Q4 		$297K Sell
2,357
-117
-5% -$14.7K 0.01% 397
2024
Q3 		$317K Buy
+2,474
New +$317K 0.01% 387