Montag & Associates’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 | $9.07K | Hold |
518
| – | – | ﹤0.01% | 752 |
|
|
2025
Q1 | $10.5K | Hold |
518
| – | – | ﹤0.01% | 781 |
|
|
2024
Q4 | $10.5K | Hold |
518
| – | – | ﹤0.01% | 783 |
|
|
2024
Q3 | $11.8K | Hold |
518
| – | – | ﹤0.01% | 789 |
|
|
2024
Q2 | $10.2K | Hold |
518
| – | – | ﹤0.01% | 772 |
|
|
2024
Q1 | $9.71K | Hold |
518
| – | – | ﹤0.01% | 764 |
|
|
2023
Q4 | $10.3K | Hold |
518
| – | – | ﹤0.01% | 770 |
|
|
2023
Q3 | $9.51K | Hold |
518
| – | – | ﹤0.01% | 745 |
|
|
2023
Q2 | $10.4K | Hold |
518
| – | – | ﹤0.01% | 741 |
|
|
2023
Q1 | $11.4K | Hold |
518
| – | – | ﹤0.01% | 724 |
|
|
2022
Q4 | $13K | Hold |
518
| – | – | ﹤0.01% | 706 |
|
|
2022
Q3 | $12K | Hold |
518
| – | – | ﹤0.01% | 712 |
|
|
2022
Q2 | $13K | Hold |
518
| – | – | ﹤0.01% | 677 |
|
|
2022
Q1 | $18K | Hold |
518
| – | – | ﹤0.01% | 672 |
|
|
2021
Q4 | $19K | Hold |
518
| – | – | ﹤0.01% | 679 |
|
|
2021
Q3 | $17K | Hold |
518
| – | – | ﹤0.01% | 681 |
|
|
2021
Q2 | $17K | Hold |
518
| – | – | ﹤0.01% | 676 |
|
|
2021
Q1 | $16K | Hold |
518
| – | – | ﹤0.01% | 682 |
|
|
2020
Q4 | $16K | Buy |
+518
| New | +$16K | ﹤0.01% | 659 |
|