HWM
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Hemington Wealth Management’s Welltower WELL Stock Holding History

Hemington Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7K Sell
46
-32
-41% -$4.87K ﹤0.01% 1014
2025
Q1 		$11K Hold
78
– – ﹤0.01% 799
2024
Q4 		$9K Hold
78
– – ﹤0.01% 822
2024
Q3 		$10K Buy
+78
New +$10K ﹤0.01% 721