Graves Light Lenhart Wealth’s Welltower WELL Stock Holding History

Graves Light Lenhart Wealth’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 Q4	$208K	Buy
2022 Q3	–	Sell
2022 Q2	$54K	Hold
2022 Q1	$63K	Hold
2021 Q4	$56K	Hold
2021 Q3	$54K	Hold
2021 Q2	$55K	Hold
2021 Q1	$47K	Hold
2020 Q4	$42K	Buy