Capital A Wealth Management’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$7.05K	Buy	46 +2	+5%	+$306	0.01%	335
2024 Q4	$5.55K	Buy	+44	New	+$5.55K	0.01%	361