BSW Wealth Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Buy |
4,777
+116
| +2% | +$17.8K | 0.1% | 112 |
|
|
2025
Q1 | $714K | Buy |
4,661
+1,768
| +61% | +$271K | 0.11% | 112 |
|
|
2024
Q4 | $365K | Buy |
2,893
+460
| +19% | +$58K | 0.05% | 203 |
|
|
2024
Q3 | $311K | Buy |
2,433
+426
| +21% | +$54.5K | 0.05% | 219 |
|
|
2024
Q2 | $209K | Buy |
+2,007
| New | +$209K | 0.03% | 273 |
|