SVB Wealth’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 | $262K | Sell |
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|
2025
Q1 | $408K | Sell |
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|
2024
Q4 | $459K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $525K | Sell |
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|
2024
Q1 | $583K | Buy |
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|
2023
Q4 | $601K | Buy |
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|
2023
Q3 | $552K | Sell |
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|
2023
Q2 | $663K | Sell |
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|
2023
Q1 | $788K | Sell |
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|
2022
Q4 | $956K | Sell |
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|
2022
Q3 | $926K | Buy |
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|
2022
Q2 | $886K | Sell |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.27M | Sell |
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|
2021
Q3 | $1.25M | Buy |
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|
2021
Q2 | $1.22M | Sell |
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|
2021
Q1 | $1.21M | Sell |
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|
2020
Q4 | $1.17M | Sell |
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|
2020
Q3 | $1.14M | Sell |
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|
2020
Q2 | $1.23M | Sell |
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|
2020
Q1 | $1.7M | Sell |
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|
2019
Q4 | $2.58M | Sell |
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|
2019
Q3 | $2.69M | Sell |
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|
2019
Q2 | $2.42M | Sell |
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|
2019
Q1 | $2.39M | Buy |
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|
2018
Q4 | $2.08M | Sell |
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|
2018
Q3 | $2.15M | Sell |
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|
2018
Q2 | $2.14M | Sell |
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|
2018
Q1 | $1.99M | Sell |
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|
2017
Q4 | $2.35M | Sell |
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|
2017
Q3 | $2.64M | Sell |
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|
2017
Q2 | $3.27M | Sell |
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|
2017
Q1 | $3.48M | Sell |
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|
2016
Q4 | $3.48M | Sell |
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|
2016
Q3 | $5.59M | Sell |
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|
2016
Q2 | $5.3M | Sell |
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|
2016
Q1 | $5.27M | Sell |
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|
2015
Q4 | $6.38M | Sell |
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|
2015
Q3 | $6.67M | Sell |
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|
2015
Q2 | $6.59M | Sell |
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|
2015
Q1 | $8.1M | Sell |
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|
2014
Q4 | $8.39M | Buy |
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