Copeland Capital Management’s National Healthcare NHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.4K | Buy |
611
+86
| +16% | +$9.2K | ﹤0.01% | 182 |
|
|
2025
Q1 | $48.7K | Buy |
525
+28
| +6% | +$2.6K | ﹤0.01% | 198 |
|
|
2024
Q4 | $53.5K | Buy |
497
+8
| +2% | +$860 | ﹤0.01% | 191 |
|
|
2024
Q3 | $61.5K | Buy |
+489
| New | +$61.5K | ﹤0.01% | 160 |
|
|
2024
Q2 | – | Sell |
-331
| Closed | -$31.3K | – | 209 |
|
|
2024
Q1 | $31.3K | Buy |
331
+2
| +0.6% | +$189 | ﹤0.01% | 183 |
|
|
2023
Q4 | $30.4K | Sell |
329
-158
| -32% | -$14.6K | ﹤0.01% | 179 |
|
|
2023
Q3 | $31.2K | Buy |
487
+4
| +0.8% | +$256 | ﹤0.01% | 167 |
|
|
2023
Q2 | $29.9K | Sell |
483
-117
| -20% | -$7.23K | ﹤0.01% | 175 |
|
|
2023
Q1 | $35K | Buy |
600
+48
| +9% | +$2.8K | ﹤0.01% | 174 |
|
|
2022
Q4 | $33K | Buy |
552
+8
| +1% | +$478 | ﹤0.01% | 174 |
|
|
2022
Q3 | $34K | Sell |
544
-108
| -17% | -$6.75K | ﹤0.01% | 163 |
|
|
2022
Q2 | $46K | Buy |
652
+24
| +4% | +$1.69K | ﹤0.01% | 161 |
|
|
2022
Q1 | $44K | Buy |
628
+8
| +1% | +$561 | ﹤0.01% | 159 |
|
|
2021
Q4 | $42K | Buy |
620
+194
| +46% | +$13.1K | ﹤0.01% | 162 |
|
|
2021
Q3 | $30K | Hold |
426
| – | – | ﹤0.01% | 181 |
|
|
2021
Q2 | $30K | Buy |
426
+3
| +0.7% | +$211 | ﹤0.01% | 183 |
|
|
2021
Q1 | $33K | Buy |
423
+26
| +7% | +$2.03K | ﹤0.01% | 166 |
|
|
2020
Q4 | $26K | Buy |
397
+9
| +2% | +$589 | ﹤0.01% | 163 |
|
|
2020
Q3 | $24K | Hold |
388
| – | – | ﹤0.01% | 153 |
|
|
2020
Q2 | $25K | Buy |
388
+124
| +47% | +$7.99K | ﹤0.01% | 149 |
|
|
2020
Q1 | $19K | Buy |
264
+64
| +32% | +$4.61K | ﹤0.01% | 163 |
|
|
2019
Q4 | $17K | Buy |
+200
| New | +$17K | ﹤0.01% | 187 |
|