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Park Square Financial Group’s Welltower WELL Stock Holding History

Park Square Financial Group’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$334K Buy
2,173
+150
+7% +$23.1K 0.24% 68
2025
Q1 		$310K Buy
2,023
+1,925
+1,964% +$295K 0.25% 55
2024
Q4 		$12.4K Buy
+98
New +$12.4K 0.01% 544