Carson Wealth (CWM LLC)’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 | $5M | Buy |
13,062
+667
| +5% | +$256K | 0.02% | 584 |
|
|
2025
Q1 | $4.28M | Buy |
12,395
+1,931
| +18% | +$667K | 0.02% | 572 |
|
|
2024
Q4 | $3.14M | Buy |
10,464
+176
| +2% | +$52.8K | 0.01% | 608 |
|
|
2024
Q3 | $4.18M | Buy |
10,288
+421
| +4% | +$171K | 0.02% | 484 |
|
|
2024
Q2 | $3.17M | Buy |
9,867
+937
| +10% | +$301K | 0.01% | 522 |
|
|
2024
Q1 | $2.98M | Buy |
8,930
+619
| +7% | +$206K | 0.01% | 527 |
|
|
2023
Q4 | $2.25M | Buy |
8,311
+320
| +4% | +$86.6K | 0.01% | 554 |
|
|
2023
Q3 | $1.97M | Buy |
7,991
+18
| +0.2% | +$4.43K | 0.01% | 548 |
|
|
2023
Q2 | $2.42M | Buy |
7,973
+497
| +7% | +$151K | 0.02% | 480 |
|
|
2023
Q1 | $1.97M | Buy |
7,476
+331
| +5% | +$87.3K | 0.01% | 480 |
|
|
2022
Q4 | $1.71M | Sell |
7,145
-464
| -6% | -$111K | 0.01% | 469 |
|
|
2022
Q3 | $1.4M | Buy |
7,609
+143
| +2% | +$26.3K | 0.01% | 473 |
|
|
2022
Q2 | $1.26M | Buy |
7,466
+633
| +9% | +$106K | 0.01% | 509 |
|
|
2022
Q1 | $1.71M | Buy |
6,833
+1,245
| +22% | +$312K | 0.01% | 432 |
|
|
2021
Q4 | $1.44M | Buy |
+5,588
| New | +$1.44M | 0.01% | 507 |
|
|
2021
Q2 | $640K | Hold |
3,093
| – | – | 0.01% | 634 |
|
|
2021
Q1 | $640K | Hold |
3,093
| – | – | 0.01% | 634 |
|
|
2020
Q4 | $640K | Hold |
3,093
| – | – | 0.01% | 634 |
|
|
2020
Q3 | $640K | Hold |
3,093
| – | – | 0.01% | 634 |
|
|
2020
Q2 | $640K | Hold |
3,093
| – | – | 0.01% | 634 |
|
|
2020
Q1 | $640K | Hold |
3,093
| – | – | 0.01% | 634 |
|
|
2019
Q4 | $640K | Hold |
3,093
| – | – | 0.01% | 634 |
|
|
2019
Q3 | $640K | Hold |
3,093
| – | – | 0.01% | 634 |
|
|
2019
Q2 | $640K | Hold |
3,093
| – | – | 0.01% | 634 |
|
|
2019
Q1 | $640K | Buy |
3,093
+2,023
| +189% | +$419K | 0.01% | 634 |
|
|
2018
Q4 | $133K | Buy |
1,070
+654
| +157% | +$81.3K | ﹤0.01% | 674 |
|
|
2018
Q3 | $58K | Buy |
416
+216
| +108% | +$30.1K | ﹤0.01% | 717 |
|
|
2018
Q2 | $21K | Hold |
200
| – | – | ﹤0.01% | 823 |
|
|
2018
Q1 | $19K | Hold |
200
| – | – | ﹤0.01% | 717 |
|
|
2017
Q4 | $18K | Hold |
200
| – | – | ﹤0.01% | 717 |
|
|
2017
Q3 | $16K | Hold |
200
| – | – | ﹤0.01% | 767 |
|
|
2017
Q2 | $17K | Hold |
200
| – | – | ﹤0.01% | 662 |
|
|
2017
Q1 | $18K | Sell |
200
-118
| -37% | -$10.6K | ﹤0.01% | 615 |
|
|
2016
Q4 | $24K | Buy |
318
+118
| +59% | +$8.91K | ﹤0.01% | 549 |
|
|
2016
Q3 | $15K | Buy |
+200
| New | +$15K | ﹤0.01% | 601 |
|