Carson Wealth (CWM LLC)’s National Health Investors NHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $924K | Sell |
13,171
-408
| -3% | -$28.6K | ﹤0.01% | 1276 |
|
|
2025
Q1 | $1M | Sell |
13,579
-1,574
| -10% | -$116K | ﹤0.01% | 1122 |
|
|
2024
Q4 | $1.05M | Sell |
15,153
-668
| -4% | -$46.3K | ﹤0.01% | 1053 |
|
|
2024
Q3 | $1.33M | Sell |
15,821
-1,018
| -6% | -$85.6K | 0.01% | 877 |
|
|
2024
Q2 | $1.14M | Sell |
16,839
-1,979
| -11% | -$134K | 0.01% | 823 |
|
|
2024
Q1 | $1.18M | Sell |
18,818
-1,350
| -7% | -$84.8K | 0.01% | 795 |
|
|
2023
Q4 | $1.13M | Sell |
20,168
-1,673
| -8% | -$93.4K | 0.01% | 754 |
|
|
2023
Q3 | $1.12M | Buy |
21,841
+519
| +2% | +$26.7K | 0.01% | 696 |
|
|
2023
Q2 | $1.12M | Sell |
21,322
-1,009
| -5% | -$52.9K | 0.01% | 678 |
|
|
2023
Q1 | $1.15M | Buy |
22,331
+555
| +3% | +$28.6K | 0.01% | 626 |
|
|
2022
Q4 | $1.14M | Buy |
21,776
+946
| +5% | +$49.4K | 0.01% | 576 |
|
|
2022
Q3 | $1.18M | Sell |
20,830
-670
| -3% | -$37.9K | 0.01% | 516 |
|
|
2022
Q2 | $1.3M | Sell |
21,500
-777
| -3% | -$47.1K | 0.01% | 499 |
|
|
2022
Q1 | $1.32M | Sell |
22,277
-3,051
| -12% | -$180K | 0.01% | 495 |
|
|
2021
Q4 | $1.46M | Buy |
+25,328
| New | +$1.46M | 0.01% | 503 |
|
|
2021
Q2 | $1.76M | Hold |
26,257
| – | – | 0.01% | 469 |
|
|
2021
Q1 | $1.76M | Hold |
26,257
| – | – | 0.01% | 469 |
|
|
2020
Q4 | $1.76M | Hold |
26,257
| – | – | 0.01% | 469 |
|
|
2020
Q3 | $1.76M | Hold |
26,257
| – | – | 0.01% | 469 |
|
|
2020
Q2 | $1.76M | Hold |
26,257
| – | – | 0.01% | 469 |
|
|
2020
Q1 | $1.76M | Hold |
26,257
| – | – | 0.01% | 469 |
|
|
2019
Q4 | $1.76M | Hold |
26,257
| – | – | 0.01% | 469 |
|
|
2019
Q3 | $1.76M | Hold |
26,257
| – | – | 0.01% | 469 |
|
|
2019
Q2 | $1.76M | Hold |
26,257
| – | – | 0.01% | 469 |
|
|
2019
Q1 | $1.76M | Buy |
26,257
+26,236
| +124,933% | +$1.76M | 0.01% | 469 |
|
|
2018
Q4 | $2K | Buy |
21
+8
| +62% | +$762 | ﹤0.01% | 1770 |
|
|
2018
Q3 | $1K | Sell |
13
-14
| -52% | -$1.08K | ﹤0.01% | 1706 |
|
|
2018
Q2 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 1394 |
|