BIM
Baldwin Investment Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Hold |
4,076
| – | – | 0.08% | 137 |
|
|
2025
Q1 | $624K | Buy |
4,076
+49
| +1% | +$7.51K | 0.08% | 133 |
|
|
2024
Q4 | $508K | Buy |
4,027
+267
| +7% | +$33.7K | 0.07% | 149 |
|
|
2024
Q3 | $481K | Hold |
3,760
| – | – | 0.06% | 158 |
|
|
2024
Q2 | $392K | Buy |
3,760
+450
| +14% | +$46.9K | 0.05% | 162 |
|
|
2024
Q1 | $309K | Buy |
+3,310
| New | +$309K | 0.04% | 184 |
|