Diversify Wealth Management’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
$993K Sell
24,499
-2,981
-11% -$121K 0.06% 271
2025
Q1
$878K Buy
27,480
+5,305
+24% +$169K 0.07% 261
2024
Q4
$604K Sell
22,175
-947
-4% -$25.8K 0.05% 316
2024
Q3
$594K Sell
23,122
-10,580
-31% -$272K 0.06% 284
2024
Q2
$528K Buy
+33,702
New +$528K 0.07% 262