Barrett & Company’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5K | Buy |
1,513
+24
| +2% | +$420 | 0.01% | 378 |
|
|
2025
Q1 | $30.1K | Buy |
1,489
+20
| +1% | +$404 | 0.01% | 330 |
|
|
2024
Q4 | $29.8K | Buy |
1,469
+19
| +1% | +$385 | 0.01% | 337 |
|
|
2024
Q3 | $33.2K | Buy |
1,450
+17
| +1% | +$389 | 0.01% | 313 |
|
|
2024
Q2 | $28.1K | Buy |
1,433
+19
| +1% | +$372 | 0.01% | 337 |
|
|
2024
Q1 | $26.5K | Sell |
1,414
-827
| -37% | -$15.5K | 0.01% | 341 |
|
|
2023
Q4 | $44.4K | Buy |
2,241
+241
| +12% | +$4.77K | 0.02% | 266 |
|
|
2023
Q3 | $40.7K | Sell |
2,000
-620
| -24% | -$12.6K | 0.02% | 265 |
|
|
2023
Q2 | $52.7K | Sell |
2,620
-376
| -13% | -$7.56K | 0.03% | 246 |
|
|
2023
Q1 | $65.8K | Sell |
2,996
-687
| -19% | -$15.1K | 0.04% | 220 |
|
|
2022
Q4 | $92.3K | Hold |
3,683
| – | – | 0.06% | 174 |
|
|
2022
Q3 | $92.3K | Buy |
+3,683
| New | +$92.3K | 0.06% | 174 |
|