First United Bank & Trust’s Welltower WELL Stock Holding History

First United 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	$143K	Hold
2025 Q2	$123K	Hold
2025 Q1	$123K	Hold
2024 Q4	$101K	Hold
2024 Q3	$102K	Hold
2024 Q2	$83.4K	Hold
2024 Q1	$74.8K	Sell
2023 Q4	$80.3K	Buy