Premier Path Wealth Partners’s Welltower WELL Stock Holding History

Premier Path Wealth Partners’s Portfolio WELL Stock Details WELL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$998K	Buy
2025 Q4	$859K	Buy
2025 Q3	$813K	Buy
2025 Q2	$697K	Buy
2025 Q1	$678K	Buy
2024 Q4	$548K	Buy
2024 Q3	$539K	Buy
2024 Q2	$433K	Buy
2024 Q1	–	Sell
2023 Q4	$333K	Buy