UMB Bank’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
Q3 | $88K | Buy |
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|
2025
Q2 | $65.3K | Buy |
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|
2025
Q1 | $37.2K | Sell |
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|
2024
Q4 | $44K | Buy |
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|
2024
Q3 | $39.9K | Sell |
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|
2024
Q2 | $47.4K | Buy |
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|
2024
Q1 | $32.7K | Buy |
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|
2023
Q4 | $21.2K | Sell |
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|
2023
Q3 | $28.6K | Buy |
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|
2023
Q2 | $28.7K | Sell |
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|
2023
Q1 | $43.3K | Sell |
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|
2022
Q4 | $73K | Sell |
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|
2022
Q3 | $75K | Sell |
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|
2022
Q2 | $95K | Buy |
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|
2022
Q1 | $122K | Hold |
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|
2021
Q4 | $129K | Buy |
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