Whipplewood Advisors’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
$4.01K Buy
229
+176
+332% +$3.08K ﹤0.01% 738
2025
Q1
$15.7K Sell
53
-1,040
-95% -$307K 0.01% 490
2024
Q4
$22.2K Buy
+1,093
New +$22.2K 0.01% 433