Creative Planning’s National Health Investors NHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
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|
2025
Q1 | $594K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $104 | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $242K | Buy |
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|
2020
Q4 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $245K | Buy |
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|
2019
Q3 | $230K | Buy |
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|
2019
Q2 | $210K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $407K | Hold |
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|
2018
Q3 | $408K | Sell |
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|
2018
Q2 | $401K | Sell |
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|
2018
Q1 | $374K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $172K | Buy |
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|
2017
Q1 | $127K | Buy |
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|
2016
Q4 | $126K | Buy |
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|
2016
Q3 | $125K | Buy |
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|
2016
Q2 | $104K | Buy |
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|
2016
Q1 | $90K | Hold |
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|
2015
Q4 | $82K | Hold |
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|
2015
Q3 | $78K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $220K | Hold |
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|
2014
Q4 | $217K | Sell |
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|
2014
Q3 | $178K | Sell |
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|
2014
Q2 | $209K | Buy |
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|
2014
Q1 | $188K | Hold |
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|
2013
Q4 | $175K | Sell |
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|
2013
Q3 | $182K | Buy |
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|
2013
Q2 | $181K | Buy |
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