HM Payson & Co’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.5K | Hold |
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|
2025
Q2 | $18.7K | Hold |
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2025
Q1 | $21.6K | Hold |
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|
2024
Q4 | $21.7K | Sell |
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|
2024
Q3 | $25K | Buy |
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|
2024
Q2 | $21K | Hold |
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|
2024
Q1 | $20K | Buy |
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|
2023
Q4 | $15.8K | Sell |
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|
2023
Q3 | $22K | Hold |
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|
2023
Q2 | $24.1K | Hold |
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|
2023
Q1 | $26.4K | Hold |
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|
2022
Q4 | $30.1K | Hold |
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|
2022
Q3 | $28K | Hold |
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|
2022
Q2 | $31K | Sell |
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|
2022
Q1 | $55K | Hold |
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|
2021
Q4 | $58K | Sell |
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|
2021
Q3 | $100K | Hold |
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|
2021
Q2 | $100K | Sell |
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|
2021
Q1 | $99K | Sell |
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|
2020
Q4 | $135K | Hold |
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|
2020
Q3 | $121K | Sell |
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|
2020
Q2 | $136K | Sell |
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|
2020
Q1 | $142K | Sell |
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|
2019
Q4 | $322K | Sell |
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|
2019
Q3 | $440K | Sell |
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|
2019
Q2 | $411K | Sell |
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|
2019
Q1 | $455K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $592K | Sell |
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|
2018
Q2 | $600K | Sell |
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|
2018
Q1 | $589K | Sell |
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|
2017
Q4 | $680K | Sell |
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|
2017
Q3 | $737K | Sell |
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|
2017
Q2 | $856K | Sell |
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|
2017
Q1 | $843K | Sell |
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|
2016
Q4 | $1.17M | Sell |
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|
2016
Q3 | $1.74M | Sell |
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|
2016
Q2 | $1.63M | Sell |
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|
2016
Q1 | $1.54M | Hold |
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|
2015
Q4 | $1.81M | Sell |
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|
2015
Q3 | $1.82M | Sell |
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|
2015
Q2 | $1.79M | Sell |
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|
2015
Q1 | $2.16M | Sell |
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|
2014
Q4 | $2.25M | Sell |
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|
2014
Q3 | $2.05M | Sell |
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|
2014
Q2 | $2.15M | Sell |
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|
2014
Q1 | $2.06M | Sell |
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|
2013
Q4 | $1.95M | Sell |
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|
2013
Q3 | $2.29M | Sell |
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|
2013
Q2 | $2.6M | Buy |
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