Private Wealth Management Group’s Welltower WELL Stock Holding History

Private Wealth Management Group’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	$3.92K	Hold
2025 Q2	$3.38K	Hold
2025 Q1	$3.37K	Hold
2024 Q4	$2.77K	Hold
2024 Q3	$2.82K	Buy
2024 Q2	$2.08K	Hold
2024 Q1	$1.87K	Hold
2023 Q4	$1.8K	Buy