Creative Planning’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 | $1.27M | Buy |
11,899
+2,757
| +30% | +$295K | ﹤0.01% | 1651 |
|
|
2025
Q1 | $848K | Buy |
9,142
+4,587
| +101% | +$426K | ﹤0.01% | 1842 |
|
|
2024
Q4 | $490K | Buy |
4,555
+198
| +5% | +$21.3K | ﹤0.01% | 2235 |
|
|
2024
Q3 | $548K | Buy |
4,357
+509
| +13% | +$64K | ﹤0.01% | 2020 |
|
|
2024
Q2 | $417K | Sell |
3,848
-370
| -9% | -$40.1K | ﹤0.01% | 2079 |
|
|
2024
Q1 | $399K | Buy |
4,218
+563
| +15% | +$53.2K | ﹤0.01% | 2022 |
|
|
2023
Q4 | $338K | Buy |
3,655
+3,654
| +365,400% | +$338K | ﹤0.01% | 2002 |
|
|
2023
Q3 | $73 | Buy |
+1
| New | +$73 | ﹤0.01% | 2795 |
|
|
2022
Q2 | – | Sell |
-1
| Closed | – | – | 2341 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2330 |
|
|
2016
Q4 | – | Sell |
-25
| Closed | -$2K | – | 4539 |
|
|
2016
Q3 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 4106 |
|