GeoWealth Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
24,274
-4,069
| -14% | -$71.2K | 0.02% | 440 |
|
|
2025
Q1 | $573K | Sell |
28,343
-2,955
| -9% | -$59.8K | 0.02% | 392 |
|
|
2024
Q4 | $634K | Sell |
31,298
-874
| -3% | -$17.7K | 0.02% | 412 |
|
|
2024
Q3 | $736K | Sell |
32,172
-10,490
| -25% | -$240K | 0.03% | 379 |
|
|
2024
Q2 | $836K | Buy |
42,662
+11,346
| +36% | +$222K | 0.04% | 306 |
|
|
2024
Q1 | $587K | Buy |
+31,316
| New | +$587K | 0.02% | 400 |
|