CapWealth 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 | $1.85M | Sell |
4,827
-338
| -7% | -$129K | 0.18% | 56 |
|
2025
Q1 | $1.78M | Hold |
5,165
| – | – | 0.19% | 54 |
|
2024
Q4 | $1.55M | Sell |
5,165
-402
| -7% | -$121K | 0.17% | 54 |
|
2024
Q3 | $2.26M | Buy |
5,567
+285
| +5% | +$116K | 0.25% | 54 |
|
2024
Q2 | $1.7M | Sell |
5,282
-123
| -2% | -$39.5K | 0.21% | 52 |
|
2024
Q1 | $1.8M | Sell |
5,405
-160
| -3% | -$53.4K | 0.2% | 53 |
|
2023
Q4 | $1.51M | Hold |
5,565
| – | – | 0.18% | 53 |
|
2023
Q3 | $1.37M | Sell |
5,565
-110
| -2% | -$27.1K | 0.18% | 60 |
|
2023
Q2 | $1.72M | Sell |
5,675
-51
| -0.9% | -$15.5K | 0.21% | 58 |
|
2023
Q1 | $1.51M | Sell |
5,726
-240
| -4% | -$63.3K | 0.19% | 62 |
|
2022
Q4 | $1.43M | Buy |
5,966
+100
| +2% | +$24K | 0.17% | 65 |
|
2022
Q3 | $1.08M | Sell |
5,866
-70
| -1% | -$12.9K | 0.14% | 64 |
|
2022
Q2 | $998K | Hold |
5,936
| – | – | 0.12% | 67 |
|
2022
Q1 | $1.49M | Buy |
5,936
+77
| +1% | +$19.3K | 0.15% | 73 |
|
2021
Q4 | $1.51M | Sell |
5,859
-134
| -2% | -$34.4K | 0.15% | 67 |
|
2021
Q3 | $1.46M | Sell |
5,993
-195
| -3% | -$47.3K | 0.16% | 66 |
|
2021
Q2 | $1.28M | Buy |
6,188
+150
| +2% | +$31K | 0.14% | 64 |
|
2021
Q1 | $1.14M | Sell |
6,038
-310
| -5% | -$58.4K | 0.13% | 66 |
|
2020
Q4 | $1.04M | Sell |
6,348
-497
| -7% | -$81.7K | 0.12% | 66 |
|
2020
Q3 | $853K | Buy |
6,845
+553
| +9% | +$68.9K | 0.11% | 64 |
|
2020
Q2 | $611K | Sell |
6,292
-87
| -1% | -$8.45K | 0.09% | 70 |
|
2020
Q1 | $573K | Buy |
6,379
+158
| +3% | +$14.2K | 0.1% | 64 |
|
2019
Q4 | $920K | Buy |
+6,221
| New | +$920K | 0.12% | 66 |
|
2016
Q4 | – | Sell |
-4,023
| Closed | -$304K | – | 160 |
|
2016
Q3 | $304K | Buy |
4,023
+3,112
| +342% | +$235K | 0.07% | 78 |
|
2016
Q2 | $70K | Sell |
911
-155
| -15% | -$11.9K | 0.02% | 125 |
|
2016
Q1 | $83K | Hold |
1,066
| – | – | 0.02% | 110 |
|
2015
Q4 | $72K | Hold |
1,066
| – | – | 0.02% | 111 |
|
2015
Q3 | $82K | Hold |
1,066
| – | – | 0.02% | 105 |
|
2015
Q2 | $97K | Hold |
1,066
| – | – | 0.02% | 104 |
|
2015
Q1 | $80K | Buy |
+1,066
| New | +$80K | 0.02% | 116 |
|
2014
Q4 | – | Sell |
-1,066
| Closed | -$75K | – | 171 |
|
2014
Q3 | $75K | Hold |
1,066
| – | – | 0.02% | 118 |
|
2014
Q2 | $60K | Hold |
1,066
| – | – | 0.01% | 131 |
|
2014
Q1 | $56K | Hold |
1,066
| – | – | 0.02% | 121 |
|
2013
Q4 | $51K | Hold |
1,066
| – | – | 0.01% | 136 |
|
2013
Q3 | $46K | Hold |
1,066
| – | – | 0.01% | 152 |
|
2013
Q2 | $38K | Buy |
+1,066
| New | +$38K | 0.01% | 167 |
|