Investmark Advisory 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
$308K Sell
8,396
-2,920
-26% -$107K 0.14% 100
2025
Q1
$343K Sell
11,316
-1,015
-8% -$30.8K 0.17% 85
2024
Q4
$350K Buy
12,331
+1,768
+17% +$50.2K 0.17% 85
2024
Q3
$276K Buy
+10,563
New +$276K 0.13% 98