Creative Planning’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 | $2.75M | Sell |
157,122
-24,615
| -14% | -$431K | ﹤0.01% | 1088 |
|
|
2025
Q1 | $3.67M | Sell |
181,737
-2,045
| -1% | -$41.4K | ﹤0.01% | 830 |
|
|
2024
Q4 | $3.73M | Sell |
183,782
-8,155
| -4% | -$165K | ﹤0.01% | 792 |
|
|
2024
Q3 | $4.39M | Buy |
191,937
+27,089
| +16% | +$620K | ﹤0.01% | 685 |
|
|
2024
Q2 | $3.23M | Buy |
164,848
+34,062
| +26% | +$668K | ﹤0.01% | 790 |
|
|
2024
Q1 | $2.45M | Buy |
130,786
+35,230
| +37% | +$661K | ﹤0.01% | 883 |
|
|
2023
Q4 | $1.89M | Buy |
95,556
+32,904
| +53% | +$652K | ﹤0.01% | 939 |
|
|
2023
Q3 | $1.15M | Buy |
62,652
+3,602
| +6% | +$66.1K | ﹤0.01% | 1100 |
|
|
2023
Q2 | $1.19M | Buy |
59,050
+16,074
| +37% | +$323K | ﹤0.01% | 1048 |
|
|
2023
Q1 | $944K | Sell |
42,976
-4,044
| -9% | -$88.8K | ﹤0.01% | 1107 |
|
|
2022
Q4 | $1.18M | Sell |
47,020
-1,795
| -4% | -$45K | ﹤0.01% | 958 |
|
|
2022
Q3 | $1.12M | Buy |
48,815
+1,614
| +3% | +$37K | ﹤0.01% | 917 |
|
|
2022
Q2 | $1.22M | Sell |
47,201
-28
| -0.1% | -$725 | ﹤0.01% | 883 |
|
|
2022
Q1 | $1.62M | Sell |
47,229
-3,231
| -6% | -$111K | ﹤0.01% | 789 |
|
|
2021
Q4 | $1.82M | Buy |
50,460
+1,383
| +3% | +$49.9K | ﹤0.01% | 715 |
|
|
2021
Q3 | $1.64M | Buy |
49,077
+3,990
| +9% | +$134K | ﹤0.01% | 743 |
|
|
2021
Q2 | $1.5M | Buy |
45,087
+4,727
| +12% | +$157K | ﹤0.01% | 781 |
|
|
2021
Q1 | $1.28M | Sell |
40,360
-2,419
| -6% | -$76.8K | ﹤0.01% | 901 |
|
|
2020
Q4 | $1.29M | Sell |
42,779
-2,361
| -5% | -$71.4K | ﹤0.01% | 831 |
|
|
2020
Q3 | $1.23M | Sell |
45,140
-760
| -2% | -$20.6K | ﹤0.01% | 720 |
|
|
2020
Q2 | $1.27M | Buy |
45,900
+2,211
| +5% | +$60.9K | ﹤0.01% | 646 |
|
|
2020
Q1 | $1.04M | Sell |
43,689
-1,926
| -4% | -$45.9K | ﹤0.01% | 624 |
|
|
2019
Q4 | $1.57M | Buy |
45,615
+486
| +1% | +$16.7K | ﹤0.01% | 599 |
|
|
2019
Q3 | $1.61M | Sell |
45,129
-2,705
| -6% | -$96.4K | 0.01% | 562 |
|
|
2019
Q2 | $1.53M | Sell |
47,834
-236
| -0.5% | -$7.55K | 0.01% | 581 |
|
|
2019
Q1 | $1.51M | Sell |
48,070
-1,331
| -3% | -$41.7K | 0.01% | 566 |
|
|
2018
Q4 | $1.38M | Buy |
49,401
+2,253
| +5% | +$62.9K | 0.01% | 532 |
|
|
2018
Q3 | $1.24M | Buy |
47,148
+350
| +0.7% | +$9.21K | ﹤0.01% | 664 |
|
|
2018
Q2 | $1.21M | Sell |
46,798
-31,799
| -40% | -$821K | ﹤0.01% | 644 |
|
|
2018
Q1 | $1.83M | Sell |
78,597
-2,497
| -3% | -$58K | 0.01% | 485 |
|
|
2017
Q4 | $2.12M | Buy |
81,094
+20,985
| +35% | +$547K | 0.01% | 440 |
|
|
2017
Q3 | $1.67M | Sell |
60,109
-27,860
| -32% | -$775K | 0.01% | 519 |
|
|
2017
Q2 | $2.81M | Buy |
87,969
+14,645
| +20% | +$468K | 0.01% | 342 |
|
|
2017
Q1 | $2.29M | Sell |
73,324
-7,395
| -9% | -$231K | 0.01% | 379 |
|
|
2016
Q4 | $2.4M | Sell |
80,719
-23,984
| -23% | -$713K | 0.01% | 359 |
|
|
2016
Q3 | $3.62M | Buy |
104,703
+72,915
| +229% | +$2.52M | 0.02% | 245 |
|
|
2016
Q2 | $1.02M | Buy |
31,788
+4,416
| +16% | +$142K | 0.01% | 514 |
|
|
2016
Q1 | $812K | Sell |
27,372
-629
| -2% | -$18.7K | 0.01% | 564 |
|
|
2015
Q4 | $975K | Buy |
28,001
+5,443
| +24% | +$190K | 0.01% | 513 |
|
|
2015
Q3 | $765K | Sell |
22,558
-6,385
| -22% | -$217K | 0.01% | 567 |
|
|
2015
Q2 | $961K | Buy |
28,943
+3,505
| +14% | +$116K | 0.01% | 481 |
|
|
2015
Q1 | $1M | Buy |
25,438
+8,134
| +47% | +$320K | 0.01% | 460 |
|
|
2014
Q4 | $694K | Buy |
17,304
+2,097
| +14% | +$84.1K | 0.01% | 572 |
|
|
2014
Q3 | $550K | Buy |
15,207
+1,178
| +8% | +$42.6K | 0.01% | 617 |
|
|
2014
Q2 | $529K | Sell |
14,029
-504
| -3% | -$19K | 0.01% | 628 |
|
|
2014
Q1 | $513K | Sell |
14,533
-265
| -2% | -$9.35K | 0.01% | 605 |
|
|
2013
Q4 | $489K | Buy |
14,798
+7,243
| +96% | +$239K | 0.01% | 524 |
|
|
2013
Q3 | $282K | Buy |
7,555
+3,704
| +96% | +$138K | 0.01% | 627 |
|
|
2013
Q2 | $159K | Buy |
+3,851
| New | +$159K | ﹤0.01% | 754 |
|