CWM
DOC icon

Congress Wealth Management’s Healthpeak Properties DOC Stock Holding History

Congress Wealth Management’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$300K Buy
17,108
+1,297
+8% +$22.7K ﹤0.01% 1068
2025
Q1 		$320K Buy
+15,811
New +$320K ﹤0.01% 924