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

Marshall Financial Group (Maryland)’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	$666K	Sell
2025 Q2	$646K	Sell
2025 Q1	$795K	Buy
2024 Q4	$622K	Sell
2024 Q3	$654K	Buy