BWAM
Boyd Watterson Asset Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.1K | Hold |
228
| – | – | 0.01% | 207 |
|
|
2025
Q1 | $34.9K | Hold |
228
| – | – | 0.01% | 207 |
|
|
2024
Q4 | $28.7K | Hold |
228
| – | – | 0.01% | 230 |
|
|
2024
Q3 | $29.2K | Hold |
228
| – | – | 0.01% | 223 |
|
|
2024
Q2 | $23.8K | Hold |
228
| – | – | 0.01% | 241 |
|
|
2024
Q1 | $21.3K | Hold |
228
| – | – | 0.01% | 256 |
|
|
2023
Q4 | $20.6K | Hold |
228
| – | – | 0.01% | 260 |
|
|
2023
Q3 | $18.7K | Hold |
228
| – | – | 0.01% | 260 |
|
|
2023
Q2 | $18.4K | Hold |
228
| – | – | 0.01% | 266 |
|
|
2023
Q1 | $16.3K | Hold |
228
| – | – | 0.01% | 278 |
|
|
2022
Q4 | $14.9K | Buy |
+228
| New | +$14.9K | 0.01% | 284 |
|