Physician 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 Q2	$96.9K	Buy	631 +16	+3%	+$2.46K	0.02%	268
2025 Q1	$94.2K	Hold	615	–	–	0.02%	263
2024 Q4	$77.5K	Buy	+615	New	+$77.5K	0.01%	285