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Perigon Wealth Management’s American Healthcare REIT AHR Stock Holding History

Perigon Wealth Management’s Portfolio AHR Stock Details AHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$789K Sell
21,480
-11,083
-34% -$407K 0.02% 541
2025
Q1 		$987K Buy
32,563
+9,449
+41% +$286K 0.03% 454
2024
Q4 		$663K Sell
23,114
-9,904
-30% -$284K 0.02% 563
2024
Q3 		$862K Buy
+33,018
New +$862K 0.02% 470