AMJ Financial Wealth Management’s HCA Healthcare HCA Stock Holding History

AMJ Financial Wealth Management’s Portfolio HCA Stock Details HCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11,350	Closed	-$3.41M	–	94
2024 Q4	$3.41M	Sell	11,350 -14,213	-56%	-$4.97M	0.94%	39
2024 Q3	$10.4M	Sell	25,563 -10	-0%	-$3.66K	2.98%	8
2024 Q2	$8.22M	Buy	25,573 +5,556	+28%	+$1.81M	2.55%	17
2024 Q1	$6.68M	Sell	20,017 -149	-0.7%	-$45.5K	2.23%	22
2023 Q4	$5.46M	Sell	20,166 -7,404	-27%	-$1.83M	2.3%	20
2023 Q3	$6.78M	Buy	27,570 +503	+2%	+$138K	3.12%	13
2023 Q2	$8.21M	Buy	27,067 +425	+2%	+$118K	3.61%	5
2023 Q1	$7.02M	Buy	26,642 +20,067	+305%	+$5.1M	4.52%	4
2022 Q4	$1.58M	Buy	+6,575	New	+$1.47M	0.93%	24

Other funds holding HCA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AMJ Financial Wealth Management's HCA Position: Q1 2025 in Review

AMJ Financial Wealth Management sold out of HCA Healthcare (HCA) in Q1 2025, closing a stake of 11,350 shares — an estimated $3.41M sold.

AMJ Financial Wealth Management first reported a position in HCA in Q4 2022 and held it in 9 quarters. The position peaked at $10.4M in Q3 2024. 1,225 funds tracked by Wall St. Rank hold HCA as of Q1 2025.

AMJ Financial Wealth Management reported no remaining HCA Healthcare position as of Q1 2025 after selling out during the quarter.
AMJ Financial Wealth Management sold 11,350 HCA Healthcare shares in Q1 2025, an estimated $3.41M.
AMJ Financial Wealth Management first reported a position in HCA Healthcare in Q4 2022 and held it in 9 quarters.
AMJ Financial Wealth Management's HCA Healthcare position peaked at $10.4M in Q3 2024.
1,225 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.