Physician Wealth Advisors’s Welltower WELL Stock Holding History

Physician Wealth 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	$143K	Buy
2025 Q2	$96.9K	Buy
2025 Q1	$94.2K	Hold
2024 Q4	$77.5K	Buy