Marshall Financial Group (Maryland)’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$646K	Sell	4,190 -999	-19%	-$154K	0.13%	173
2025 Q1	$795K	Buy	5,189 +254	+5%	+$38.9K	0.17%	140
2024 Q4	$622K	Sell	4,935 -170	-3%	-$21.4K	0.15%	141
2024 Q3	$654K	Buy	+5,105	New	+$654K	0.16%	148