AE Wealth Management’s National Healthcare NHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Sell |
22,591
-1,073
| -5% | -$115K | 0.02% | 489 |
|
|
2025
Q1 | $2.2M | Sell |
23,664
-1,026
| -4% | -$95.2K | 0.02% | 507 |
|
|
2024
Q4 | $2.66M | Sell |
24,690
-556
| -2% | -$59.8K | 0.02% | 472 |
|
|
2024
Q3 | $3.18M | Sell |
25,246
-1,008
| -4% | -$127K | 0.03% | 426 |
|
|
2024
Q2 | $2.85M | Sell |
26,254
-2,442
| -9% | -$265K | 0.03% | 441 |
|
|
2024
Q1 | $2.71M | Sell |
28,696
-304
| -1% | -$28.7K | 0.03% | 420 |
|
|
2023
Q4 | $2.83M | Sell |
29,000
-5,638
| -16% | -$551K | 0.01% | 783 |
|
|
2023
Q3 | $2.22M | Sell |
34,638
-362
| -1% | -$23.2K | 0.01% | 815 |
|
|
2023
Q2 | $2.16M | Hold |
35,000
| – | – | 0.01% | 821 |
|
|
2023
Q1 | $2.03M | Hold |
35,000
| – | – | 0.01% | 791 |
|
|
2022
Q4 | $2.08M | Hold |
35,000
| – | – | 0.02% | 729 |
|
|
2022
Q3 | $2.22M | Hold |
35,000
| – | – | 0.02% | 662 |
|
|
2022
Q2 | $2.45M | Hold |
35,000
| – | – | 0.02% | 605 |
|
|
2022
Q1 | $2.46M | Sell |
35,000
-997
| -3% | -$70K | 0.02% | 646 |
|
|
2021
Q4 | $2.45M | Buy |
+35,997
| New | +$2.45M | 0.02% | 635 |
|