Carson Wealth (CWM LLC)’s National Healthcare NHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.06M | Buy |
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|
2025
Q2 | $869K | Sell |
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|
2025
Q1 | $785K | Sell |
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|
2024
Q4 | $995K | Sell |
|
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.26M | Sell |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.48M | Sell |
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|
2023
Q3 | $1.16M | Sell |
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|
2023
Q2 | $1.2M | Sell |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $1.17M | Sell |
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|
2022
Q2 | $1.34M | Sell |
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|
2022
Q1 | $1.42M | Sell |
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|
2021
Q4 | $1.58M | Buy |
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|
2021
Q2 | $1.77M | Hold |
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|
2021
Q1 | $1.77M | Hold |
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|
2020
Q4 | $1.77M | Hold |
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|
2020
Q3 | $1.77M | Hold |
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|
2020
Q2 | $1.77M | Hold |
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|
2020
Q1 | $1.77M | Hold |
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|
2019
Q4 | $1.77M | Hold |
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|
2019
Q3 | $1.77M | Hold |
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|
2019
Q2 | $1.77M | Hold |
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|
2019
Q1 | $1.77M | Buy |
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|
2018
Q4 | $1K | Buy |
|