Thurston Springer Miller Herd & Titak’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	$95.1K	Buy	5,432 +2,301	+73%	+$40.3K	0.01%	517
2025 Q1	$63.3K	Buy	3,131 +551	+21%	+$11.1K	0.01%	560
2024 Q4	$52.3K	Sell	2,580 -2,742	-52%	-$55.6K	0.01%	523
2024 Q3	$122K	Buy	5,322 +423	+9%	+$9.67K	0.03%	360
2024 Q2	$96K	Buy	+4,899	New	+$96K	0.03%	420