Fortis Group Advisors’s Welltower WELL Stock Holding History

Fortis Group Advisors’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	$339K	Buy
2025 Q2	$269K	Buy
2025 Q1	$241K	Buy
2024 Q4	$6.3K	Hold
2024 Q3	$6.4K	Hold
2024 Q2	$5.21K	Hold
2024 Q1	$4.67K	Sell
2023 Q4	$9.02K	Buy
2023 Q3	$4.1K	Buy
2020 Q3	$45K	Buy