Balboa Wealth Partners’s Welltower WELL Stock Holding History

Balboa Wealth Partners’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 Q2	$552K	Buy
2025 Q1	$476K	Buy
2024 Q4	$318K	Sell
2024 Q3	$481K	Buy
2024 Q2	$274K	Sell
2024 Q1	$247K	Sell
2023 Q4	$257K	Sell
2023 Q3	$285K	Buy
2023 Q2	$230K	Buy