Great Valley Advisor Group’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
$325K Sell
8,856
-374
-4% -$13.7K 0.01% 721
2025
Q1
$280K Sell
9,230
-552
-6% -$16.7K 0.01% 746
2024
Q4
$278K Sell
9,782
-3,350
-26% -$95.2K 0.01% 710
2024
Q3
$343K Buy
+13,132
New +$343K 0.01% 652