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Williamson Legacy Group’s Welltower WELL Stock Holding History

Williamson Legacy Group’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.52M Buy
9,885
+1,306
+15% +$201K 1.28% 27
2025
Q1 		$1.31M Buy
8,579
+2,147
+33% +$329K 1.25% 27
2024
Q4 		$811K Buy
+6,432
New +$811K 0.54% 63