Charles Schwab’s National Health Investors NHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.9M | Buy |
782,243
+11,905
| +2% | +$835K | 0.01% | 1049 |
|
|
2025
Q1 | $56.9M | Sell |
770,338
-106,501
| -12% | -$7.87M | 0.01% | 989 |
|
|
2024
Q4 | $60.8M | Buy |
876,839
+24,462
| +3% | +$1.7M | 0.01% | 992 |
|
|
2024
Q3 | $71.7M | Buy |
852,377
+123,596
| +17% | +$10.4M | 0.01% | 861 |
|
|
2024
Q2 | $49.4M | Buy |
728,781
+13,042
| +2% | +$883K | 0.01% | 1088 |
|
|
2024
Q1 | $45M | Buy |
715,739
+10,076
| +1% | +$633K | 0.01% | 1115 |
|
|
2023
Q4 | $39.4M | Sell |
705,663
-3,785
| -0.5% | -$211K | 0.01% | 1153 |
|
|
2023
Q3 | $36.4M | Buy |
709,448
+14,420
| +2% | +$741K | 0.01% | 1110 |
|
|
2023
Q2 | $36.4M | Buy |
695,028
+25,960
| +4% | +$1.36M | 0.01% | 1089 |
|
|
2023
Q1 | $34.5M | Buy |
669,068
+31,263
| +5% | +$1.61M | 0.01% | 1082 |
|
|
2022
Q4 | $33.3M | Buy |
637,805
+863
| +0.1% | +$45.1K | 0.01% | 1082 |
|
|
2022
Q3 | $36M | Sell |
636,942
-3,970
| -0.6% | -$224K | 0.01% | 971 |
|
|
2022
Q2 | $38.8M | Buy |
640,912
+2,256
| +0.4% | +$137K | 0.01% | 920 |
|
|
2022
Q1 | $37.7M | Buy |
638,656
+26,611
| +4% | +$1.57M | 0.01% | 1064 |
|
|
2021
Q4 | $35.2M | Buy |
612,045
+2,113
| +0.3% | +$121K | 0.01% | 1152 |
|
|
2021
Q3 | $32.6M | Buy |
609,932
+23,280
| +4% | +$1.25M | 0.01% | 1161 |
|
|
2021
Q2 | $39.3M | Buy |
586,652
+36,909
| +7% | +$2.47M | 0.01% | 1046 |
|
|
2021
Q1 | $39.7M | Buy |
549,743
+26,669
| +5% | +$1.93M | 0.01% | 984 |
|
|
2020
Q4 | $36.2M | Buy |
523,074
+6,124
| +1% | +$424K | 0.01% | 988 |
|
|
2020
Q3 | $31.2M | Buy |
516,950
+178,095
| +53% | +$10.7M | 0.01% | 926 |
|
|
2020
Q2 | $20.6M | Buy |
338,855
+16,310
| +5% | +$990K | 0.01% | 1147 |
|
|
2020
Q1 | $16M | Sell |
322,545
-4,778
| -1% | -$237K | 0.01% | 1156 |
|
|
2019
Q4 | $26.7M | Buy |
327,323
+13,640
| +4% | +$1.11M | 0.01% | 1015 |
|
|
2019
Q3 | $25.8M | Buy |
313,683
+9,591
| +3% | +$790K | 0.02% | 976 |
|
|
2019
Q2 | $23.7M | Buy |
304,092
+7,496
| +3% | +$585K | 0.01% | 1019 |
|
|
2019
Q1 | $23.3M | Sell |
296,596
-11,600
| -4% | -$911K | 0.01% | 1010 |
|
|
2018
Q4 | $23.3M | Sell |
308,196
-68,161
| -18% | -$5.15M | 0.02% | 895 |
|
|
2018
Q3 | $28.4M | Buy |
376,357
+45,414
| +14% | +$3.43M | 0.02% | 905 |
|
|
2018
Q2 | $24.4M | Buy |
330,943
+45,928
| +16% | +$3.38M | 0.02% | 938 |
|
|
2018
Q1 | $19.2M | Buy |
285,015
+76,920
| +37% | +$5.18M | 0.01% | 1036 |
|
|
2017
Q4 | $15.7M | Buy |
208,095
+18,694
| +10% | +$1.41M | 0.01% | 1160 |
|
|
2017
Q3 | $14.6M | Buy |
189,401
+16,195
| +9% | +$1.25M | 0.01% | 1145 |
|
|
2017
Q2 | $13.7M | Buy |
173,206
+11,897
| +7% | +$942K | 0.01% | 1112 |
|
|
2017
Q1 | $11.7M | Buy |
161,309
+14,297
| +10% | +$1.04M | 0.01% | 1207 |
|
|
2016
Q4 | $10.9M | Buy |
147,012
+12,446
| +9% | +$923K | 0.01% | 1185 |
|
|
2016
Q3 | $10.6M | Sell |
134,566
-5,386
| -4% | -$423K | 0.01% | 1133 |
|
|
2016
Q2 | $10.5M | Buy |
139,952
+13,118
| +10% | +$985K | 0.01% | 1032 |
|
|
2016
Q1 | $8.44M | Buy |
126,834
+13,807
| +12% | +$918K | 0.01% | 1150 |
|
|
2015
Q4 | $6.88M | Buy |
113,027
+3,062
| +3% | +$186K | 0.01% | 1305 |
|
|
2015
Q3 | $6.32M | Buy |
109,965
+3,932
| +4% | +$226K | 0.01% | 1316 |
|
|
2015
Q2 | $6.61M | Buy |
106,033
+5,405
| +5% | +$337K | 0.01% | 1359 |
|
|
2015
Q1 | $7.15M | Buy |
100,628
+7,669
| +8% | +$545K | 0.01% | 1245 |
|
|
2014
Q4 | $6.5M | Buy |
92,959
+8,256
| +10% | +$578K | 0.01% | 1236 |
|
|
2014
Q3 | $4.84M | Buy |
84,703
+1,789
| +2% | +$102K | 0.01% | 1389 |
|
|
2014
Q2 | $5.19M | Buy |
82,914
+3,938
| +5% | +$246K | 0.01% | 1365 |
|
|
2014
Q1 | $4.78M | Buy |
78,976
+7,774
| +11% | +$470K | 0.01% | 1368 |
|
|
2013
Q4 | $4M | Buy |
71,202
+12,257
| +21% | +$688K | 0.01% | 1438 |
|
|
2013
Q3 | $3.42M | Buy |
58,945
+2,262
| +4% | +$131K | 0.01% | 1479 |
|
|
2013
Q2 | $3.42M | Buy |
+56,683
| New | +$3.42M | 0.01% | 1360 |
|