Panoramic Investment Advisors’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
$356K Sell
9,690
-3,509
-27% -$129K 0.22% 81
2025
Q1
$400K Sell
13,199
-1,423
-10% -$43.1K 0.27% 73
2024
Q4
$416K Sell
14,622
-1,335
-8% -$37.9K 0.27% 75
2024
Q3
$416K Buy
+15,957
New +$416K 0.29% 76