Baltimore-Washington Financial Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Hold |
2,137
| – | – | 0.02% | 134 |
|
|
2025
Q1 | $327K | Hold |
2,137
| – | – | 0.02% | 122 |
|
|
2024
Q4 | $269K | Hold |
2,137
| – | – | 0.01% | 127 |
|
|
2024
Q3 | $274K | Sell |
2,137
-20
| -0.9% | -$2.56K | 0.01% | 126 |
|
|
2024
Q2 | $225K | Hold |
2,157
| – | – | 0.01% | 128 |
|
|
2024
Q1 | $202K | Sell |
2,157
-1,197
| -36% | -$112K | 0.01% | 123 |
|
|
2023
Q4 | $302K | Hold |
3,354
| – | – | 0.02% | 119 |
|
|
2023
Q3 | $275K | Hold |
3,354
| – | – | 0.02% | 121 |
|
|
2023
Q2 | $271K | Sell |
3,354
-1,959
| -37% | -$158K | 0.02% | 117 |
|
|
2023
Q1 | $381K | Buy |
+5,313
| New | +$381K | 0.03% | 109 |
|