Baltimore-Washington Financial Advisors’s Welltower WELL Stock Holding History

Baltimore-Washington Financial Advisors’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	$329K	Hold
2025 Q1	$327K	Hold
2024 Q4	$269K	Hold
2024 Q3	$274K	Sell
2024 Q2	$225K	Hold
2024 Q1	$202K	Sell
2023 Q4	$302K	Hold
2023 Q3	$275K	Hold
2023 Q2	$271K	Sell
2023 Q1	$381K	Buy