Carson Wealth (CWM LLC)’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Sell |
30,822
-16,062
| -34% | -$281K | ﹤0.01% | 1554 |
|
|
2025
Q1 | $948K | Sell |
46,884
-649
| -1% | -$13.1K | ﹤0.01% | 1154 |
|
|
2024
Q4 | $964K | Sell |
47,533
-9,233
| -16% | -$187K | ﹤0.01% | 1102 |
|
|
2024
Q3 | $1.3M | Buy |
56,766
+6,581
| +13% | +$150K | 0.01% | 886 |
|
|
2024
Q2 | $984K | Buy |
50,185
+10,305
| +26% | +$202K | ﹤0.01% | 894 |
|
|
2024
Q1 | $748K | Buy |
39,880
+9,449
| +31% | +$177K | ﹤0.01% | 975 |
|
|
2023
Q4 | $603K | Buy |
30,431
+15,430
| +103% | +$306K | ﹤0.01% | 993 |
|
|
2023
Q3 | $275K | Buy |
15,001
+3,157
| +27% | +$57.9K | ﹤0.01% | 1183 |
|
|
2023
Q2 | $238K | Sell |
11,844
-1,899
| -14% | -$38.2K | ﹤0.01% | 1188 |
|
|
2023
Q1 | $302K | Buy |
13,743
+5,262
| +62% | +$116K | ﹤0.01% | 1055 |
|
|
2022
Q4 | $213K | Sell |
8,481
-6,294
| -43% | -$158K | ﹤0.01% | 1081 |
|
|
2022
Q3 | $339K | Buy |
14,775
+1,952
| +15% | +$44.8K | ﹤0.01% | 862 |
|
|
2022
Q2 | $332K | Buy |
12,823
+6,132
| +92% | +$159K | ﹤0.01% | 857 |
|
|
2022
Q1 | $230K | Buy |
6,691
+1,407
| +27% | +$48.4K | ﹤0.01% | 983 |
|
|
2021
Q4 | $191K | Buy |
+5,284
| New | +$191K | ﹤0.01% | 1040 |
|
|
2021
Q2 | $157K | Hold |
4,708
| – | – | ﹤0.01% | 979 |
|
|
2021
Q1 | $157K | Hold |
4,708
| – | – | ﹤0.01% | 979 |
|
|
2020
Q4 | $157K | Hold |
4,708
| – | – | ﹤0.01% | 979 |
|
|
2020
Q3 | $157K | Hold |
4,708
| – | – | ﹤0.01% | 979 |
|
|
2020
Q2 | $157K | Hold |
4,708
| – | – | ﹤0.01% | 979 |
|
|
2020
Q1 | $157K | Hold |
4,708
| – | – | ﹤0.01% | 979 |
|
|
2019
Q4 | $157K | Hold |
4,708
| – | – | ﹤0.01% | 979 |
|
|
2019
Q3 | $157K | Hold |
4,708
| – | – | ﹤0.01% | 979 |
|
|
2019
Q2 | $157K | Hold |
4,708
| – | – | ﹤0.01% | 979 |
|
|
2019
Q1 | $157K | Buy |
4,708
+644
| +16% | +$21.5K | ﹤0.01% | 979 |
|
|
2018
Q4 | $114K | Buy |
4,064
+341
| +9% | +$9.57K | ﹤0.01% | 698 |
|
|
2018
Q3 | $98K | Sell |
3,723
-477
| -11% | -$12.6K | ﹤0.01% | 623 |
|
|
2018
Q2 | $108K | Sell |
4,200
-800
| -16% | -$20.6K | ﹤0.01% | 506 |
|
|
2018
Q1 | $116K | Sell |
5,000
-907
| -15% | -$21K | ﹤0.01% | 428 |
|
|
2017
Q4 | $154K | Sell |
5,907
-998
| -14% | -$26K | 0.01% | 373 |
|
|
2017
Q3 | $192K | Buy |
6,905
+534
| +8% | +$14.8K | 0.01% | 329 |
|
|
2017
Q2 | $204K | Sell |
6,371
-129
| -2% | -$4.13K | 0.01% | 304 |
|
|
2017
Q1 | $203K | Sell |
6,500
-335
| -5% | -$10.5K | 0.01% | 290 |
|
|
2016
Q4 | $203K | Sell |
6,835
-577
| -8% | -$17.1K | 0.01% | 269 |
|
|
2016
Q3 | $256K | Buy |
+7,412
| New | +$256K | 0.02% | 239 |
|