BSW Wealth Partners’s Welltower WELL Stock Holding History

BSW Wealth Partners’s Portfolio WELL Stock Details WELL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.06M	Buy
2025 Q2	$734K	Buy
2025 Q1	$714K	Buy
2024 Q4	$365K	Buy
2024 Q3	$311K	Buy
2024 Q2	$209K	Buy