Caldwell Trust’s National Health Investors NHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Hold |
1,733
|
|
||||
|
2025
Q1 | $128K | Buy |
1,733
+633
|
|
||||
|
2024
Q4 | $76.2K | Hold |
1,100
|
|
||||
|
2024
Q3 | $92.5K | Hold |
1,100
|
|
||||
|
2024
Q2 | $74.5K | Hold |
1,100
|
|
||||
|
2024
Q1 | $69.1K | Hold |
1,100
|
|
||||
|
2023
Q4 | $61.4K | Hold |
1,100
|
|
||||
|
2023
Q3 | $56.5K | Hold |
1,100
|
|
||||
|
2023
Q2 | $57.7K | Hold |
1,100
|
|
||||
|
2023
Q1 | $56.7K | Hold |
1,100
|
|
||||
|
2022
Q4 | $57.4K | Hold |
1,100
|
|
||||
|
2022
Q3 | $62.2K | Hold |
1,100
|
|
||||
|
2022
Q2 | $66.7K | Hold |
1,100
|
|
||||
|
2022
Q1 | $64.9K | Hold |
1,100
|
|
||||
|
2021
Q4 | $63.2K | Hold |
1,100
|
|
||||
|
2021
Q3 | $58.9K | Hold |
1,100
|
|
||||
|
2021
Q2 | $73.8K | Hold |
1,100
|
|
||||
|
2021
Q1 | $79.5K | Hold |
1,100
|
|
||||
|
2020
Q4 | $76.1K | Hold |
1,100
|
|
||||
|
2020
Q3 | $66.3K | Hold |
1,100
|
|
||||
|
2020
Q2 | $66.8K | Hold |
1,100
|
|
||||
|
2020
Q1 | $54.5K | Hold |
1,100
|
|
||||
|
2019
Q4 | $89.6K | Buy |
+1,100
|
|