Octavia Wealth Advisors’s American Healthcare REIT AHR Stock Holding History

Octavia Wealth Advisors’s Portfolio AHR Stock Details AHR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$309K	Sell
2025 Q3	$386K	Buy
2025 Q2	–	Sell
2025 Q1	$294K	Hold
2024 Q4	$276K	Hold
2024 Q3	$254K	Buy