LDB
Lee, Danner & Bass’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Sell |
35,312
-9,650
| -21% | -$169K | 0.05% | 155 |
|
|
2025
Q1 | $909K | Sell |
44,962
-5,725
| -11% | -$116K | 0.07% | 136 |
|
|
2024
Q4 | $1.03M | Sell |
50,687
-14,691
| -22% | -$298K | 0.08% | 133 |
|
|
2024
Q3 | $1.5M | Sell |
65,378
-6,500
| -9% | -$149K | 0.11% | 118 |
|
|
2024
Q2 | $1.41M | Buy |
+71,878
| New | +$1.41M | 0.11% | 118 |
|
|
2023
Q4 | $1.63M | Sell |
82,380
-1,610
| -2% | -$31.9K | 0.14% | 110 |
|
|
2023
Q3 | $1.54M | Sell |
83,990
-5,730
| -6% | -$105K | 0.14% | 106 |
|
|
2023
Q2 | $1.8M | Sell |
89,720
-2,300
| -2% | -$46.2K | 0.16% | 105 |
|
|
2023
Q1 | $2.02M | Buy |
92,020
+1,800
| +2% | +$39.6K | 0.19% | 98 |
|
|
2022
Q4 | $2.26M | Sell |
90,220
-4,150
| -4% | -$104K | 0.21% | 92 |
|
|
2022
Q3 | $2.16M | Hold |
94,370
| – | – | 0.23% | 89 |
|
|
2022
Q2 | $2.45M | Sell |
94,370
-150
| -0.2% | -$3.89K | 0.25% | 84 |
|
|
2022
Q1 | $3.25M | Sell |
94,520
-100
| -0.1% | -$3.43K | 0.28% | 76 |
|
|
2021
Q4 | $3.42M | Buy |
94,620
+4,025
| +4% | +$145K | 0.29% | 74 |
|
|
2021
Q3 | $3.03M | Sell |
90,595
-26,971
| -23% | -$903K | 0.28% | 81 |
|
|
2021
Q2 | $3.91M | Sell |
117,566
-4,175
| -3% | -$139K | 0.35% | 71 |
|
|
2021
Q1 | $3.86M | Sell |
121,741
-2,300
| -2% | -$73K | 0.37% | 68 |
|
|
2020
Q4 | $3.75M | Buy |
124,041
+10,535
| +9% | +$318K | 0.4% | 63 |
|
|
2020
Q3 | $3.08M | Buy |
113,506
+600
| +0.5% | +$16.3K | 0.37% | 65 |
|
|
2020
Q2 | $3.11M | Buy |
112,906
+25,545
| +29% | +$704K | 0.4% | 62 |
|
|
2020
Q1 | $2.08M | Sell |
87,361
-425
| -0.5% | -$10.1K | 0.3% | 72 |
|
|
2019
Q4 | $3.03M | Buy |
87,786
+5,473
| +7% | +$189K | 0.32% | 72 |
|
|
2019
Q3 | $2.93M | Sell |
82,313
-475
| -0.6% | -$16.9K | 0.31% | 68 |
|
|
2019
Q2 | $2.65M | Sell |
82,788
-1,250
| -1% | -$40K | 0.28% | 70 |
|
|
2019
Q1 | $2.63M | Buy |
84,038
+250
| +0.3% | +$7.82K | 0.29% | 71 |
|
|
2018
Q4 | $2.34M | Sell |
83,788
-1,963
| -2% | -$54.8K | 0.28% | 76 |
|
|
2018
Q3 | $2.26M | Sell |
85,751
-1,099
| -1% | -$28.9K | 0.22% | 86 |
|
|
2018
Q2 | $2.24M | Sell |
86,850
-4,700
| -5% | -$121K | 0.24% | 84 |
|
|
2018
Q1 | $2.13M | Sell |
91,550
-19,985
| -18% | -$464K | 0.22% | 84 |
|
|
2017
Q4 | $2.91M | Buy |
111,535
+775
| +0.7% | +$20.2K | 0.3% | 77 |
|
|
2017
Q3 | $3.08M | Buy |
110,760
+5,725
| +5% | +$159K | 0.33% | 69 |
|
|
2017
Q2 | $3.36M | Sell |
105,035
-1,725
| -2% | -$55.1K | 0.38% | 65 |
|
|
2017
Q1 | $3.34M | Sell |
106,760
-2,225
| -2% | -$69.6K | 0.38% | 63 |
|
|
2016
Q4 | $3.24M | Sell |
108,985
-18,986
| -15% | -$564K | 0.38% | 60 |
|
|
2016
Q3 | $4.86M | Sell |
127,971
-946
| -0.7% | -$35.9K | 0.59% | 47 |
|
|
2016
Q2 | $4.56M | Buy |
128,917
+1,000
| +0.8% | +$35.4K | 0.55% | 46 |
|
|
2016
Q1 | $4.41M | Sell |
127,917
-44,914
| -26% | -$1.55M | 0.54% | 46 |
|
|
2015
Q4 | $6.61M | Sell |
172,831
-6,434
| -4% | -$246K | 0.86% | 31 |
|
|
2015
Q3 | $6.68M | Buy |
179,265
+2,600
| +1% | +$96.9K | 0.89% | 32 |
|
|
2015
Q2 | $6.44M | Buy |
176,665
+13,158
| +8% | +$480K | 0.77% | 38 |
|
|
2015
Q1 | $7.07M | Buy |
163,507
+4,610
| +3% | +$199K | 0.83% | 34 |
|
|
2014
Q4 | $7M | Buy |
158,897
+1,705
| +1% | +$75.1K | 0.84% | 36 |
|
|
2014
Q3 | $6.24M | Sell |
157,192
-850
| -0.5% | -$33.8K | 0.77% | 41 |
|
|
2014
Q2 | $6.54M | Sell |
158,042
-1,118
| -0.7% | -$46.3K | 0.8% | 38 |
|
|
2014
Q1 | $6.17M | Buy |
159,160
+9,523
| +6% | +$369K | 0.8% | 39 |
|
|
2013
Q4 | $5.44M | Buy |
149,637
+1,152
| +0.8% | +$41.8K | 0.73% | 41 |
|
|
2013
Q3 | $6.08M | Buy |
148,485
+6,450
| +5% | +$264K | 0.85% | 37 |
|
|
2013
Q2 | $6.45M | Buy |
+142,035
| New | +$6.45M | 0.94% | 34 |
|