Whittier Trust’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 | $77.3K | Sell |
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|
2025
Q2 | $74.2K | Buy |
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|
2025
Q1 | $77K | Hold |
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|
2024
Q4 | $77.2K | Sell |
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|
2024
Q3 | $92.8K | Hold |
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|
2024
Q2 | $79.5K | Sell |
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|
2024
Q1 | $78.6K | Sell |
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|
2023
Q4 | $95.8K | Buy |
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|
2023
Q3 | $77K | Hold |
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|
2023
Q2 | $84.2K | Hold |
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|
2023
Q1 | $92.1K | Hold |
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|
2022
Q4 | $105K | Hold |
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|
2022
Q3 | $96K | Sell |
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|
2022
Q2 | $112K | Hold |
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|
2022
Q1 | $148K | Sell |
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|
2021
Q4 | $182K | Hold |
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|
2021
Q3 | $169K | Sell |
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|
2021
Q2 | $179K | Hold |
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|
2021
Q1 | $171K | Sell |
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|
2020
Q4 | $257K | Hold |
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|
2020
Q3 | $230K | Hold |
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|
2020
Q2 | $234K | Hold |
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|
2020
Q1 | $203K | Buy |
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|
2019
Q4 | $179K | Buy |
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|
2019
Q3 | $181K | Hold |
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|
2019
Q2 | $162K | Hold |
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|
2019
Q1 | $159K | Sell |
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|
2018
Q4 | $173K | Hold |
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|
2018
Q3 | $163K | Hold |
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|
2018
Q2 | $160K | Buy |
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|
2018
Q1 | $128K | Sell |
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|
2017
Q4 | $162K | Sell |
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|
2017
Q3 | $180K | Hold |
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|
2017
Q2 | $207K | Sell |
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|
2017
Q1 | $234K | Buy |
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|
2016
Q4 | $221K | Sell |
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|
2016
Q3 | $298K | Hold |
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|
2016
Q2 | $278K | Hold |
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|
2016
Q1 | $255K | Buy |
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|
2015
Q4 | $276K | Sell |
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|
2015
Q3 | $287K | Hold |
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|
2015
Q2 | $281K | Sell |
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|
2015
Q1 | $390K | Buy |
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|
2014
Q4 | $367K | Sell |
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|
2014
Q3 | $371K | Sell |
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|
2014
Q2 | $404K | Sell |
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|
2014
Q1 | $401K | Hold |
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|
2013
Q4 | $375K | Sell |
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|
2013
Q3 | $806K | Sell |
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|
2013
Q2 | $942K | Buy |
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