United Capital Financial Advisors’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 | $979K | Sell |
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|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $883K | Buy |
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|
2023
Q4 | $776K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $206K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $239K | Sell |
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|
2020
Q4 | $944K | Sell |
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|
2020
Q3 | $1.01M | Sell |
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|
2020
Q2 | $1.14M | Sell |
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|
2020
Q1 | $1.19M | Sell |
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|
2019
Q4 | $2.98M | Buy |
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|
2019
Q3 | $2.88M | Buy |
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|
2019
Q2 | $1.98M | Buy |
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|
2019
Q1 | $922K | Buy |
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|
2018
Q4 | $385K | Sell |
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|
2018
Q3 | $370K | Sell |
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|
2018
Q2 | $378K | Sell |
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|
2018
Q1 | $360K | Buy |
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|
2017
Q4 | $394K | Sell |
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|
2017
Q3 | $718K | Sell |
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|
2017
Q2 | $829K | Sell |
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|
2017
Q1 | $875K | Sell |
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|
2016
Q4 | $1.21M | Sell |
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|
2016
Q3 | $1.47M | Buy |
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|
2016
Q2 | $1.13M | Sell |
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|
2016
Q1 | $1.13M | Sell |
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|
2015
Q4 | $1.47M | Sell |
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|
2015
Q3 | $1.54M | Sell |
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|
2015
Q2 | $1.76M | Sell |
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|
2015
Q1 | $2M | Buy |
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|
2014
Q4 | $1.92M | Buy |
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|
2014
Q3 | $606K | Buy |
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|
2014
Q2 | $479K | Sell |
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|
2014
Q1 | $1.84M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $1.87M | Sell |
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|
2013
Q2 | $2.15M | Buy |
|