Pacific Capital Wealth Advisors’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-115	Closed	-$14.5K	–	387
2024 Q4	$14.5K	Hold	115	–	–	﹤0.01%	246
2024 Q3	$14.7K	Hold	115	–	–	﹤0.01%	264
2024 Q2	$12K	Buy	+115	New	+$12K	﹤0.01%	295