Creative Planning’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 | $576K | Buy |
8,217
+177
| +2% | +$12.4K | ﹤0.01% | 2325 |
|
|
2025
Q1 | $594K | Buy |
+8,040
| New | +$594K | ﹤0.01% | 2129 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | -$104 | – | 2632 |
|
|
2023
Q1 | $104 | Buy |
+2
| New | +$104 | ﹤0.01% | 2534 |
|
|
2021
Q2 | – | Sell |
-3,349
| Closed | -$242K | – | 2214 |
|
|
2021
Q1 | $242K | Buy |
3,349
+201
| +6% | +$14.5K | ﹤0.01% | 1910 |
|
|
2020
Q4 | $218K | Buy |
+3,148
| New | +$218K | ﹤0.01% | 1804 |
|
|
2020
Q1 | – | Sell |
-3,010
| Closed | -$245K | – | 1861 |
|
|
2019
Q4 | $245K | Buy |
3,010
+217
| +8% | +$17.7K | ﹤0.01% | 1512 |
|
|
2019
Q3 | $230K | Buy |
2,793
+100
| +4% | +$8.24K | ﹤0.01% | 1508 |
|
|
2019
Q2 | $210K | Buy |
+2,693
| New | +$210K | ﹤0.01% | 1584 |
|
|
2019
Q1 | – | Sell |
-5,393
| Closed | -$407K | – | 1896 |
|
|
2018
Q4 | $407K | Hold |
5,393
| – | – | ﹤0.01% | 1060 |
|
|
2018
Q3 | $408K | Sell |
5,393
-43
| -0.8% | -$3.25K | ﹤0.01% | 1202 |
|
|
2018
Q2 | $401K | Sell |
5,436
-125
| -2% | -$9.22K | ﹤0.01% | 1187 |
|
|
2018
Q1 | $374K | Buy |
+5,561
| New | +$374K | ﹤0.01% | 1217 |
|
|
2017
Q3 | – | Sell |
-2,168
| Closed | -$172K | – | 2984 |
|
|
2017
Q2 | $172K | Buy |
2,168
+413
| +24% | +$32.8K | ﹤0.01% | 1600 |
|
|
2017
Q1 | $127K | Buy |
1,755
+50
| +3% | +$3.62K | ﹤0.01% | 1787 |
|
|
2016
Q4 | $126K | Buy |
1,705
+115
| +7% | +$8.5K | ﹤0.01% | 1696 |
|
|
2016
Q3 | $125K | Buy |
1,590
+200
| +14% | +$15.7K | ﹤0.01% | 1681 |
|
|
2016
Q2 | $104K | Buy |
1,390
+35
| +3% | +$2.62K | ﹤0.01% | 1647 |
|
|
2016
Q1 | $90K | Hold |
1,355
| – | – | ﹤0.01% | 1692 |
|
|
2015
Q4 | $82K | Hold |
1,355
| – | – | ﹤0.01% | 1738 |
|
|
2015
Q3 | $78K | Buy |
+1,355
| New | +$78K | ﹤0.01% | 1727 |
|
|
2015
Q2 | – | Sell |
-3,103
| Closed | -$220K | – | 2238 |
|
|
2015
Q1 | $220K | Hold |
3,103
| – | – | ﹤0.01% | 1137 |
|
|
2014
Q4 | $217K | Sell |
3,103
-15
| -0.5% | -$1.05K | ﹤0.01% | 1090 |
|
|
2014
Q3 | $178K | Sell |
3,118
-229
| -7% | -$13.1K | ﹤0.01% | 1121 |
|
|
2014
Q2 | $209K | Buy |
3,347
+233
| +7% | +$14.5K | ﹤0.01% | 1004 |
|
|
2014
Q1 | $188K | Hold |
3,114
| – | – | ﹤0.01% | 1027 |
|
|
2013
Q4 | $175K | Sell |
3,114
-85
| -3% | -$4.78K | ﹤0.01% | 928 |
|
|
2013
Q3 | $182K | Buy |
3,199
+175
| +6% | +$9.96K | ﹤0.01% | 806 |
|
|
2013
Q2 | $181K | Buy |
+3,024
| New | +$181K | ﹤0.01% | 721 |
|