Carson Wealth (CWM LLC)’s National Healthcare NHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $869K | Sell |
8,121
-339
| -4% | -$36.3K | ﹤0.01% | 1317 |
|
|
2025
Q1 | $785K | Sell |
8,460
-793
| -9% | -$73.6K | ﹤0.01% | 1271 |
|
|
2024
Q4 | $995K | Sell |
9,253
-779
| -8% | -$83.8K | ﹤0.01% | 1090 |
|
|
2024
Q3 | $1.26M | Sell |
10,032
-1,565
| -13% | -$197K | 0.01% | 895 |
|
|
2024
Q2 | $1.26M | Sell |
11,597
-1,930
| -14% | -$209K | 0.01% | 793 |
|
|
2024
Q1 | $1.28M | Sell |
13,527
-2,478
| -15% | -$234K | 0.01% | 761 |
|
|
2023
Q4 | $1.48M | Sell |
16,005
-2,098
| -12% | -$194K | 0.01% | 655 |
|
|
2023
Q3 | $1.16M | Sell |
18,103
-1,302
| -7% | -$83.3K | 0.01% | 682 |
|
|
2023
Q2 | $1.2M | Sell |
19,405
-870
| -4% | -$53.8K | 0.01% | 639 |
|
|
2023
Q1 | $1.18M | Buy |
20,275
+841
| +4% | +$48.8K | 0.01% | 616 |
|
|
2022
Q4 | $1.16M | Buy |
19,434
+944
| +5% | +$56.2K | 0.01% | 572 |
|
|
2022
Q3 | $1.17M | Sell |
18,490
-670
| -3% | -$42.4K | 0.01% | 520 |
|
|
2022
Q2 | $1.34M | Sell |
19,160
-1,120
| -6% | -$78.3K | 0.01% | 493 |
|
|
2022
Q1 | $1.42M | Sell |
20,280
-2,921
| -13% | -$205K | 0.01% | 476 |
|
|
2021
Q4 | $1.58M | Buy |
+23,201
| New | +$1.58M | 0.01% | 485 |
|
|
2021
Q2 | $1.77M | Hold |
25,331
| – | – | 0.01% | 465 |
|
|
2021
Q1 | $1.77M | Hold |
25,331
| – | – | 0.01% | 465 |
|
|
2020
Q4 | $1.77M | Hold |
25,331
| – | – | 0.01% | 465 |
|
|
2020
Q3 | $1.77M | Hold |
25,331
| – | – | 0.01% | 465 |
|
|
2020
Q2 | $1.77M | Hold |
25,331
| – | – | 0.01% | 465 |
|
|
2020
Q1 | $1.77M | Hold |
25,331
| – | – | 0.01% | 465 |
|
|
2019
Q4 | $1.77M | Hold |
25,331
| – | – | 0.01% | 465 |
|
|
2019
Q3 | $1.77M | Hold |
25,331
| – | – | 0.01% | 465 |
|
|
2019
Q2 | $1.77M | Hold |
25,331
| – | – | 0.01% | 465 |
|
|
2019
Q1 | $1.77M | Buy |
25,331
+25,319
| +210,992% | +$1.77M | 0.01% | 465 |
|
|
2018
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1937 |
|