Caldwell Trust’s HCA Healthcare HCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Sell |
1,248
-159
|
|
||||
|
2025
Q1 | $486K | Sell |
1,407
-46
|
|
||||
|
2024
Q4 | $436K | Sell |
1,453
-16
|
|
||||
|
2024
Q3 | $597K | Sell |
1,469
-19
|
|
||||
|
2024
Q2 | $478K | Sell |
1,488
-27
|
|
||||
|
2024
Q1 | $505K | Sell |
1,515
-75
|
|
||||
|
2023
Q4 | $430K | Hold |
1,590
|
|
||||
|
2023
Q3 | $391K | Sell |
1,590
-19
|
|
||||
|
2023
Q2 | $488K | Buy |
1,609
+24
|
|
||||
|
2023
Q1 | $418K | Buy |
1,585
+24
|
|
||||
|
2022
Q4 | $375K | Buy |
1,561
+2
|
|
||||
|
2022
Q3 | $287K | Buy |
1,559
+59
|
|
||||
|
2022
Q2 | $252K | Buy |
1,500
+153
|
|
||||
|
2022
Q1 | $338K | Buy |
1,347
+63
|
|
||||
|
2021
Q4 | $330K | Buy |
1,284
+43
|
|
||||
|
2021
Q3 | $301K | Buy |
1,241
+76
|
|
||||
|
2021
Q2 | $241K | Buy |
1,165
+160
|
|
||||
|
2021
Q1 | $189K | Buy |
1,005
+459
|
|
||||
|
2020
Q4 | $89.8K | Hold |
546
|
|
||||
|
2020
Q3 | $68.1K | Sell |
546
-30
|
|
||||
|
2020
Q2 | $55.9K | Sell |
576
-673
|
|
||||
|
2020
Q1 | $112K | Sell |
1,249
-119
|
|
||||
|
2019
Q4 | $202K | Buy |
+1,368
|
|