Pathway Financial Advisers’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Buy |
28,496
+3,094
| +12% | +$54.2K | 0.16% | 123 |
|
|
2025
Q1 | $514K | Buy |
25,402
+5,116
| +25% | +$103K | 0.18% | 121 |
|
|
2024
Q4 | $411K | Buy |
20,286
+1,157
| +6% | +$23.5K | 0.14% | 134 |
|
|
2024
Q3 | $437K | Buy |
19,129
+2,588
| +16% | +$59.2K | 0.2% | 95 |
|
|
2024
Q2 | $324K | Sell |
16,541
-91
| -0.5% | -$1.78K | 0.12% | 140 |
|
|
2024
Q1 | $312K | Buy |
16,632
+1,835
| +12% | +$34.4K | 0.11% | 140 |
|
|
2023
Q4 | $293K | Sell |
14,797
-2,117
| -13% | -$41.9K | 0.11% | 143 |
|
|
2023
Q3 | $311K | Buy |
+16,914
| New | +$311K | 0.13% | 140 |
|
|
2023
Q1 | $276K | Buy |
12,549
+304
| +2% | +$6.68K | 0.11% | 144 |
|
|
2022
Q4 | $307K | Buy |
+12,245
| New | +$307K | 0.12% | 139 |
|