Burke & Herbert Bank & Trust’s Welltower WELL Stock Holding History

Burke & Herbert Bank & Trust’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 Q3	$1.01M	Hold
2025 Q2	$873K	Hold
2025 Q1	$870K	Sell
2024 Q4	$808K	Hold
2024 Q3	$820K	Sell
2024 Q2	$674K	Buy