Carson Wealth (CWM LLC)’s National Health Investors NHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.03M | Sell |
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|
2025
Q2 | $924K | Sell |
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|
2025
Q1 | $1M | Sell |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.18M | Sell |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $1.18M | Sell |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $1.31M | Sell |
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|
2021
Q4 | $1.46M | Buy |
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|
2021
Q2 | $1.76M | Hold |
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|
2021
Q1 | $1.76M | Hold |
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|
2020
Q4 | $1.76M | Hold |
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|
2020
Q3 | $1.76M | Hold |
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|
2020
Q2 | $1.76M | Hold |
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|
2020
Q1 | $1.76M | Hold |
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|
2019
Q4 | $1.76M | Hold |
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|
2019
Q3 | $1.76M | Hold |
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|
2019
Q2 | $1.76M | Hold |
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|
2019
Q1 | $1.76M | Buy |
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|
2018
Q4 | $2K | Buy |
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|
2018
Q3 | $1K | Sell |
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|
2018
Q2 | $2K | Buy |
|