Capital Advisors Wealth Management’s Welltower WELL Stock Holding History

Capital Advisors 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 Q3	$337K	Buy
2025 Q2	$282K	Sell
2025 Q1	$295K	Buy
2024 Q4	$242K	Buy
2024 Q3	$244K	Buy