WhitTier Trust Company’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 | $175 | Hold |
10
| – | – | ﹤0.01% | 1419 |
|
2025
Q1 | $202 | Sell |
10
-34
| -77% | -$687 | ﹤0.01% | 1395 |
|
2024
Q4 | $891 | Hold |
44
| – | – | ﹤0.01% | 1284 |
|
2024
Q3 | $1.01K | Hold |
44
| – | – | ﹤0.01% | 1273 |
|
2024
Q2 | $861 | Sell |
44
-36
| -45% | -$704 | ﹤0.01% | 1216 |
|
2024
Q1 | $1.5K | Sell |
80
-8
| -9% | -$150 | ﹤0.01% | 1145 |
|
2023
Q4 | $1.74K | Buy |
88
+44
| +100% | +$871 | ﹤0.01% | 1138 |
|
2023
Q3 | $806 | Buy |
44
+8
| +22% | +$147 | ﹤0.01% | 1126 |
|
2023
Q2 | $723 | Hold |
36
| – | – | ﹤0.01% | 1138 |
|
2023
Q1 | $790 | Hold |
36
| – | – | ﹤0.01% | 1123 |
|
2022
Q4 | $902 | Sell |
36
-130
| -78% | -$3.26K | ﹤0.01% | 1145 |
|
2022
Q3 | $4K | Sell |
166
-7
| -4% | -$169 | ﹤0.01% | 992 |
|
2022
Q2 | $4K | Buy |
173
+7
| +4% | +$162 | ﹤0.01% | 1014 |
|
2022
Q1 | $6K | Hold |
166
| – | – | ﹤0.01% | 987 |
|
2021
Q4 | $6K | Hold |
166
| – | – | ﹤0.01% | 955 |
|
2021
Q3 | $6K | Hold |
166
| – | – | ﹤0.01% | 982 |
|
2021
Q2 | $6K | Hold |
166
| – | – | ﹤0.01% | 910 |
|
2021
Q1 | $5K | Sell |
166
-504
| -75% | -$15.2K | ﹤0.01% | 908 |
|
2020
Q4 | $20K | Sell |
670
-260
| -28% | -$7.76K | ﹤0.01% | 750 |
|
2020
Q3 | $25K | Hold |
930
| – | – | ﹤0.01% | 711 |
|
2020
Q2 | $26K | Hold |
930
| – | – | ﹤0.01% | 685 |
|
2020
Q1 | $22K | Hold |
930
| – | – | ﹤0.01% | 688 |
|
2019
Q4 | $32K | Hold |
930
| – | – | ﹤0.01% | 670 |
|
2019
Q3 | $33K | Sell |
930
-1,000
| -52% | -$35.5K | ﹤0.01% | 665 |
|
2019
Q2 | $62K | Hold |
1,930
| – | – | ﹤0.01% | 550 |
|
2019
Q1 | $60K | Hold |
1,930
| – | – | ﹤0.01% | 551 |
|
2018
Q4 | $54K | Hold |
1,930
| – | – | ﹤0.01% | 555 |
|
2018
Q3 | $51K | Hold |
1,930
| – | – | ﹤0.01% | 605 |
|
2018
Q2 | $50K | Hold |
1,930
| – | – | ﹤0.01% | 608 |
|
2018
Q1 | $45K | Hold |
1,930
| – | – | ﹤0.01% | 629 |
|
2017
Q4 | $50K | Hold |
1,930
| – | – | ﹤0.01% | 569 |
|
2017
Q3 | $54K | Hold |
1,930
| – | – | 0.01% | 530 |
|
2017
Q2 | $62K | Hold |
1,930
| – | – | 0.01% | 508 |
|
2017
Q1 | $60K | Hold |
1,930
| – | – | 0.01% | 501 |
|
2016
Q4 | $57K | Sell |
1,930
-738
| -28% | -$21.8K | 0.01% | 503 |
|
2016
Q3 | $92K | Sell |
2,668
-220
| -8% | -$7.59K | 0.01% | 434 |
|
2016
Q2 | $93K | Hold |
2,888
| – | – | 0.01% | 430 |
|
2016
Q1 | $86K | Hold |
2,888
| – | – | 0.01% | 442 |
|
2015
Q4 | $101K | Sell |
2,888
-659
| -19% | -$23K | 0.01% | 427 |
|
2015
Q3 | $120K | Hold |
3,547
| – | – | 0.01% | 397 |
|
2015
Q2 | $118K | Hold |
3,547
| – | – | 0.01% | 417 |
|
2015
Q1 | $140K | Hold |
3,547
| – | – | 0.02% | 395 |
|
2014
Q4 | $142K | Hold |
3,547
| – | – | 0.02% | 393 |
|
2014
Q3 | $128K | Hold |
3,547
| – | – | 0.01% | 397 |
|
2014
Q2 | $134K | Sell |
3,547
-1,745
| -33% | -$65.9K | 0.02% | 397 |
|
2014
Q1 | $187K | Buy |
5,292
+1,789
| +51% | +$63.2K | 0.02% | 354 |
|
2013
Q4 | $116K | Sell |
3,503
-988
| -22% | -$32.7K | 0.01% | 407 |
|
2013
Q3 | $167K | Hold |
4,491
| – | – | 0.02% | 349 |
|
2013
Q2 | $186K | Buy |
+4,491
| New | +$186K | 0.03% | 322 |
|