Jeppson Wealth Management, LLC Healthcare Trust Of America, Inc. Transaction History

Jeppson Wealth Management, LLC

$279 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	BUY	$27.06 - $32.01 $37,234 - $44,045	1,376 Added 7.66%	19,341 $540,000
Q1 2022 Apr 27, 2022	BUY	$29.39 - $33.88 $10,286 - $11,858	350 Added 1.99%	17,965 $563,000
Q4 2021 Jan 19, 2022	SELL	$29.95 - $34.72 $179 - $208	-6 Reduced 0.03%	17,615 $588,000
Q3 2021 Nov 17, 2021	BUY	$26.87 - $31.28 $36,274 - $42,228	1,350 Added 8.3%	17,621 $522,000
Q2 2021 Jul 20, 2021	SELL	$26.7 - $29.52 $907 - $1,003	-34 Reduced 0.21%	16,271 $434,000
Q1 2021 May 19, 2021	BUY	$26.2 - $29.09 $22,663 - $25,162	865 Added 5.6%	16,305 $449,000
Q4 2020 Mar 05, 2021	BUY	$23.71 - $28.18 $172,253 - $204,727	7,265 Added 88.87%	15,440 $425,000
Q3 2020 Nov 19, 2020	BUY	$24.69 - $27.81 $201,840 - $227,346	8,175 New	8,175 $213,000

Others Institutions Holding HTA

# of Institutions

2

Shares Held

310

Call Options Held

0

Put Options Held

0

About HEALTHCARE TRUST OF AMERICA, INC.

Ticker HTA
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 229,074,000
Market Cap $6.69B

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