CWM
Cahaba Wealth Management’s HCA Healthcare HCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
4,399
-161
| -4% | -$61.7K | 0.13% | 36 |
|
|
2025
Q1 | $1.58M | Sell |
4,560
-104
| -2% | -$35.9K | 0.13% | 35 |
|
|
2024
Q4 | $1.4M | Buy |
4,664
+4
| +0.1% | +$1.2K | 0.12% | 39 |
|
|
2024
Q3 | $1.89M | Sell |
4,660
-308
| -6% | -$125K | 0.16% | 34 |
|
|
2024
Q2 | $1.6M | Buy |
4,968
+11
| +0.2% | +$3.53K | 0.14% | 36 |
|
|
2024
Q1 | $1.65M | Sell |
4,957
-519
| -9% | -$173K | 0.15% | 36 |
|
|
2023
Q4 | $1.48M | Sell |
5,476
-240
| -4% | -$65K | 0.15% | 37 |
|
|
2023
Q3 | $1.41M | Sell |
5,716
-72
| -1% | -$17.7K | 0.15% | 39 |
|
|
2023
Q2 | $1.76M | Sell |
5,788
-412
| -7% | -$125K | 0.19% | 35 |
|
|
2023
Q1 | $1.63M | Buy |
6,200
+125
| +2% | +$33K | 0.19% | 34 |
|
|
2022
Q4 | $1.46M | Sell |
6,075
-21
| -0.3% | -$5.04K | 0.18% | 35 |
|
|
2022
Q3 | $1.12M | Buy |
6,096
+6
| +0.1% | +$1.1K | 0.15% | 40 |
|
|
2022
Q2 | $1.02M | Buy |
6,090
+32
| +0.5% | +$5.38K | 0.15% | 42 |
|
|
2022
Q1 | $1.3M | Sell |
6,058
-982
| -14% | -$211K | 0.18% | 39 |
|
|
2021
Q4 | $1.81M | Buy |
7,040
+43
| +0.6% | +$11K | 0.24% | 32 |
|
|
2021
Q3 | $1.7M | Buy |
6,997
+7
| +0.1% | +$1.7K | 0.25% | 30 |
|
|
2021
Q2 | $1.74M | Buy |
+6,990
| New | +$1.74M | 0.27% | 31 |
|
|
2021
Q1 | – | Sell |
-1,417
| Closed | -$236K | – | 94 |
|
|
2020
Q4 | $236K | Buy |
+1,417
| New | +$236K | 0.04% | 83 |
|