Principia Wealth Advisory’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.46K	Sell	29 -2	-6%	-$307	﹤0.01%	246
2025 Q1	$4.39K	Buy	31 +16	+107%	+$2.26K	﹤0.01%	191
2024 Q4	$1.89K	Buy	+15	New	+$1.89K	﹤0.01%	253