First United Bank & Trust’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Hold |
800
| – | – | 0.04% | 168 |
|
|
2025
Q1 | $123K | Hold |
800
| – | – | 0.05% | 167 |
|
|
2024
Q4 | $101K | Hold |
800
| – | – | 0.04% | 173 |
|
|
2024
Q3 | $102K | Hold |
800
| – | – | 0.04% | 179 |
|
|
2024
Q2 | $83.4K | Hold |
800
| – | – | 0.03% | 199 |
|
|
2024
Q1 | $74.8K | Sell |
800
-90
| -10% | -$8.41K | 0.03% | 211 |
|
|
2023
Q4 | $80.3K | Buy |
+890
| New | +$80.3K | 0.03% | 197 |
|