Heritage Wealth Management (Ohio)’s American Homes 4 Rent AMH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$610K	Sell	16,904 -1,859	-10%	-$67.1K	0.2%	118
2025 Q1	$709K	Sell	18,763 -1,450	-7%	-$54.8K	0.24%	103
2024 Q4	$756K	Sell	20,213 -700	-3%	-$26.2K	0.25%	103
2024 Q3	$803K	Sell	20,913 -1,775	-8%	-$68.1K	0.26%	99
2024 Q2	$850K	Buy	+22,688	New	+$850K	0.28%	90