LC
Legacy CG’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.99M | Buy |
32,440
+309
| +1% | +$47.5K | 1.49% | 28 |
|
|
2025
Q1 | $4.92M | Buy |
32,131
+1,070
| +3% | +$164K | 1.59% | 28 |
|
|
2024
Q4 | $3.91M | Buy |
31,061
+216
| +0.7% | +$27.2K | 1.2% | 36 |
|
|
2024
Q3 | $3.95M | Buy |
+30,845
| New | +$3.95M | 1.29% | 37 |
|