Caldwell Trust Co's ownership history for WELL

Caldwell Trust Co currently holds 410 shares with a market value of $73.0K. It started holding WELL on 2019-12-31. At its peak, it held 2.3K shares on 2020-09-30. Its highest holding value was $144.0K on 2019-12-31. At its lowest, it held 410 shares on 2025-03-31, with a value of $39.2K on 2022-09-30. In the recent 180 days, Caldwell Trust Co has increased its shares by 0. In the recent year, Caldwell Trust Co has decreased its shares by 200.