SWA
SFMG Wealth Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
145,936
+19,063
| +15% | +$334K | 0.19% | 61 |
|
|
2025
Q1 | $2.57M | Buy |
126,873
+23,694
| +23% | +$479K | 0.2% | 60 |
|
|
2024
Q4 | $2.09M | Buy |
103,179
+5,023
| +5% | +$102K | 0.16% | 68 |
|
|
2024
Q3 | $2.24M | Buy |
98,156
+4,006
| +4% | +$91.6K | 0.18% | 61 |
|
|
2024
Q2 | $1.85M | Sell |
94,150
-80,565
| -46% | -$1.58M | 0.16% | 68 |
|
|
2024
Q1 | $3.28M | Buy |
174,715
+145,473
| +497% | +$2.73M | 0.28% | 49 |
|
|
2023
Q4 | $579K | Buy |
+29,242
| New | +$579K | 0.05% | 120 |
|
|
2015
Q2 | – | Sell |
-90,010
| Closed | -$3.89M | – | 131 |
|
|
2015
Q1 | $3.89M | Buy |
90,010
+45,385
| +102% | +$1.96M | 0.31% | 31 |
|
|
2014
Q4 | $1.97M | Buy |
+44,625
| New | +$1.97M | 0.44% | 26 |
|