Panoramic Investment Advisors’s Welltower WELL Stock Holding History

Panoramic Investment 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	$757K	Hold
2025 Q2	$654K	Sell
2025 Q1	$697K	Sell
2024 Q4	$586K	Hold
2024 Q3	$596K	Buy
2024 Q1	$544K	Sell
2023 Q4	$561K	Sell
2023 Q3	$518K	Buy
2022 Q4	$431K	Buy