Dogwood Wealth Management LLC's ownership history for WELL

Dogwood Wealth Management LLC currently holds 3.7K shares with a market value of $736.7K. It started holding WELL on 2023-12-31. At its peak, it held 5.5K shares on 2025-03-31. Its highest holding value was $835.8K on 2025-03-31. At its lowest, it held 863 shares on 2023-12-31, with a value of $77.8K on 2023-12-31. In the recent 180 days, Dogwood Wealth Management LLC has decreased its shares by 729. In the recent year, Dogwood Wealth Management LLC has decreased its shares by 1.7K.