WA
WELL icon

Wealth Architects’s Welltower WELL Stock Holding History

Wealth Architects’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 		$1.06M Buy
6,907
+5
+0.1% +$769 0.11% 85
2025
Q1 		$1.06M Buy
+6,902
New +$1.06M 0.12% 86