Affinity Investment Advisors’s HCA Healthcare HCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
684
-8
| -1% | -$3.07K | 0.2% | 117 |
|
|
2025
Q1 | $239K | Buy |
+692
| New | +$239K | 0.19% | 123 |
|
|
2024
Q4 | – | Sell |
-860
| Closed | -$350K | – | 141 |
|
|
2024
Q3 | $350K | Sell |
860
-2
| -0.2% | -$813 | 0.24% | 105 |
|
|
2024
Q2 | $277K | Buy |
862
+232
| +37% | +$74.5K | 0.21% | 110 |
|
|
2024
Q1 | $210K | Buy |
+630
| New | +$210K | 0.15% | 120 |
|
|
2023
Q4 | – | Sell |
-833
| Closed | -$205K | – | 188 |
|
|
2023
Q3 | $205K | Sell |
833
-229
| -22% | -$56.3K | 0.13% | 177 |
|
|
2023
Q2 | $322K | Hold |
1,062
| – | – | 0.19% | 165 |
|
|
2023
Q1 | $280K | Hold |
1,062
| – | – | 0.15% | 166 |
|
|
2022
Q4 | $255K | Buy |
+1,062
| New | +$255K | 0.12% | 172 |
|
|
2022
Q2 | – | Sell |
-1,102
| Closed | -$276K | – | 201 |
|
|
2022
Q1 | $276K | Buy |
1,102
+120
| +12% | +$30.1K | 0.11% | 176 |
|
|
2021
Q4 | $252K | Buy |
982
+36
| +4% | +$9.24K | 0.1% | 173 |
|
|
2021
Q3 | $230K | Buy |
+946
| New | +$230K | 0.1% | 167 |
|
|
2015
Q3 | – | Sell |
-72,500
| Closed | -$6.58M | – | 145 |
|
|
2015
Q2 | $6.58M | Sell |
72,500
-22,490
| -24% | -$2.04M | 0.53% | 64 |
|
|
2015
Q1 | $7.15M | Buy |
94,990
+34,410
| +57% | +$2.59M | 0.52% | 66 |
|
|
2014
Q4 | $4.45M | Hold |
60,580
| – | – | 0.41% | 68 |
|
|
2014
Q3 | $4.27M | Buy |
+60,580
| New | +$4.27M | 0.43% | 68 |
|