Wealth Architects, LLC WELL Holdings History
Wealth Architects, LLC's Welltower Inc Holding Summary
As of 2025-03-31, Wealth Architects, LLC held 6,902.00 shares of Welltower Inc(WELL), totaling $1.06 Mil. This investment constitutes 0.12% of their stock portfolio, and Wealth Architects, LLC now holds 0% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2025Q1. And since then Wealth Architects, LLC has made 1 purchases of WELL, at an average price of $142.48, for a total of 6,902.00 shares. Based on historical transaction data and WELL's current price of $159.05, Wealth Architects, LLC's estimated gain on his WELL holdings is $114,366.14, reflecting a 11.63% gain to date.
Wealth Architects, LLC WELL ($159.05) Holding Chart
Wealth Architects, LLC WELL ($159.05) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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