Robertson Stephens Wealth Management’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
Q2 | $370K | Sell |
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|
2025
Q1 | $429K | Sell |
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|
2024
Q4 | $442K | Buy |
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|
2024
Q3 | $498K | Sell |
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|
2024
Q2 | $445K | Buy |
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|
2024
Q1 | $410K | Sell |
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|
2023
Q4 | $436K | Sell |
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|
2023
Q3 | $412K | Buy |
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|
2023
Q2 | $438K | Sell |
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|
2023
Q1 | $481K | Sell |
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|
2022
Q4 | $568K | Sell |
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|
2022
Q3 | $528K | Sell |
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|
2022
Q2 | $619K | Sell |
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|
2022
Q1 | $824K | Buy |
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|
2021
Q4 | $860K | Buy |
|