Carson Wealth (CWM LLC)’s American Healthcare REIT AHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.63M | Sell |
180,362
-1,163
| -0.6% | -$42.7K | 0.02% | 512 |
|
|
2025
Q1 | $5.5M | Sell |
181,525
-31,668
| -15% | -$960K | 0.02% | 503 |
|
|
2024
Q4 | $6.06M | Buy |
213,193
+42,593
| +25% | +$1.21M | 0.03% | 435 |
|
|
2024
Q3 | $4.45M | Buy |
170,600
+166,600
| +4,165% | +$4.35M | 0.02% | 466 |
|
|
2024
Q2 | $58K | Buy |
+4,000
| New | +$58K | ﹤0.01% | 2377 |
|