UMB Bank’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 | $65.3K | Buy |
3,730
+1,888
| +102% | +$33.1K | ﹤0.01% | 1017 |
|
|
2025
Q1 | $37.2K | Sell |
1,842
-327
| -15% | -$6.61K | ﹤0.01% | 1167 |
|
|
2024
Q4 | $44K | Buy |
2,169
+424
| +24% | +$8.6K | ﹤0.01% | 964 |
|
|
2024
Q3 | $39.9K | Sell |
1,745
-673
| -28% | -$15.4K | ﹤0.01% | 939 |
|
|
2024
Q2 | $47.4K | Buy |
2,418
+673
| +39% | +$13.2K | ﹤0.01% | 835 |
|
|
2024
Q1 | $32.7K | Buy |
1,745
+673
| +63% | +$12.6K | ﹤0.01% | 933 |
|
|
2023
Q4 | $21.2K | Sell |
1,072
-487
| -31% | -$9.64K | ﹤0.01% | 1041 |
|
|
2023
Q3 | $28.6K | Buy |
1,559
+131
| +9% | +$2.41K | ﹤0.01% | 972 |
|
|
2023
Q2 | $28.7K | Sell |
1,428
-541
| -27% | -$10.9K | ﹤0.01% | 991 |
|
|
2023
Q1 | $43.3K | Sell |
1,969
-950
| -33% | -$20.9K | ﹤0.01% | 873 |
|
|
2022
Q4 | $73K | Sell |
2,919
-348
| -11% | -$8.7K | ﹤0.01% | 759 |
|
|
2022
Q3 | $75K | Sell |
3,267
-425
| -12% | -$9.76K | ﹤0.01% | 778 |
|
|
2022
Q2 | $95K | Buy |
3,692
+130
| +4% | +$3.35K | ﹤0.01% | 763 |
|
|
2022
Q1 | $122K | Hold |
3,562
| – | – | ﹤0.01% | 735 |
|
|
2021
Q4 | $129K | Buy |
+3,562
| New | +$129K | ﹤0.01% | 754 |
|