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Purkiss Capital Advisors’s Welltower WELL Stock Holding History

Purkiss Capital Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.07M Buy
6,960
+4,010
+136% +$616K 0.59% 37
2025
Q1 		$452K Buy
2,950
+521
+21% +$79.8K 0.34% 55
2024
Q4 		$306K Buy
+2,429
New +$306K 0.26% 65