Venturi Wealth Management’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-541	Closed	-$68.2K	–	1834
2024 Q4	$68.2K	Buy	541 +33	+6%	+$4.16K	﹤0.01%	927
2024 Q3	$65K	Buy	508 +243	+92%	+$31.1K	﹤0.01%	689
2024 Q2	$27.6K	Buy	265 +213	+410%	+$22.2K	﹤0.01%	846
2024 Q1	$4.86K	Buy	+52	New	+$4.86K	﹤0.01%	1100