BPWM
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Badgley Phelps Wealth Managers’s Welltower WELL Stock Holding History

Badgley Phelps Wealth Managers’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 		$397K Sell
2,582
-390
-13% -$60K 0.01% 233
2025
Q1 		$455K Buy
2,972
+118
+4% +$18.1K 0.01% 219
2024
Q4 		$360K Buy
2,854
+27
+1% +$3.4K 0.01% 239
2024
Q3 		$362K Buy
+2,827
New +$362K 0.01% 231