Wolff Wiese Magana’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 | $3.28M | Buy |
187,536
+34,630
| +23% | +$606K | 2.03% | 9 |
|
|
2025
Q1 | $3.09M | Buy |
152,906
+4,270
| +3% | +$86.3K | 2.1% | 10 |
|
|
2024
Q4 | $3.01M | Buy |
148,636
+1,403
| +1% | +$28.4K | 1.99% | 10 |
|
|
2024
Q3 | $3.37M | Sell |
147,233
-330
| -0.2% | -$7.55K | 2.3% | 7 |
|
|
2024
Q2 | $2.89M | Buy |
147,563
+1,617
| +1% | +$31.7K | 2.3% | 7 |
|
|
2024
Q1 | $2.74M | Buy |
145,946
+97,298
| +200% | +$1.82M | 2.36% | 7 |
|
|
2023
Q4 | $963K | Buy |
48,648
+48,618
| +162,060% | +$963K | 0.92% | 40 |
|
|
2023
Q3 | $551 | Buy |
+30
| New | +$551 | ﹤0.01% | 684 |
|
|
2023
Q1 | – | Sell |
-45
| Closed | -$1.13K | – | 785 |
|
|
2022
Q4 | $1.13K | Buy |
45
+40
| +800% | +$1K | ﹤0.01% | 567 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 862 |
|
|
2022
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 872 |
|