Corient Private Wealth’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 | $473K | Buy |
4,416
+829
| +23% | +$88.7K | ﹤0.01% | 1814 |
|
2025
Q1 | $333K | Buy |
3,587
+3
| +0.1% | +$278 | ﹤0.01% | 1801 |
|
2024
Q4 | $385K | Sell |
3,584
-23
| -0.6% | -$2.47K | ﹤0.01% | 1758 |
|
2024
Q3 | $454K | Buy |
3,607
+25
| +0.7% | +$3.14K | ﹤0.01% | 1770 |
|
2024
Q2 | $388K | Buy |
3,582
+24
| +0.7% | +$2.6K | ﹤0.01% | 1768 |
|
2024
Q1 | $336K | Buy |
3,558
+33
| +0.9% | +$3.12K | ﹤0.01% | 1826 |
|
2023
Q4 | $326K | Buy |
3,525
+170
| +5% | +$15.7K | ﹤0.01% | 1820 |
|
2023
Q3 | $215K | Hold |
3,355
| – | – | ﹤0.01% | 1880 |
|
2023
Q2 | $207K | Buy |
+3,355
| New | +$207K | ﹤0.01% | 1851 |
|