CPWA
Cerro Pacific Wealth Advisors’s HCA Healthcare HCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Buy |
1,731
+8
| +0.5% | +$3.07K | 0.18% | 98 |
|
|
2025
Q1 | $517K | Buy |
1,723
+6
| +0.3% | +$1.8K | 0.17% | 103 |
|
|
2024
Q4 | $698K | Buy |
1,717
+2
| +0.1% | +$813 | 0.23% | 82 |
|
|
2024
Q3 | $551K | Hold |
1,715
| – | – | 0.21% | 94 |
|
|
2024
Q2 | $551K | Buy |
+1,715
| New | +$551K | 0.21% | 95 |
|
|
2023
Q1 | $461K | Sell |
1,750
-47
| -3% | -$12.4K | 0.26% | 96 |
|
|
2022
Q4 | $431K | Sell |
1,797
-24
| -1% | -$5.76K | 0.23% | 104 |
|
|
2022
Q3 | $335K | Sell |
1,821
-340
| -16% | -$62.5K | 0.2% | 116 |
|
|
2022
Q2 | $363K | Sell |
2,161
-95
| -4% | -$16K | 0.23% | 110 |
|
|
2022
Q1 | $565K | Buy |
2,256
+3
| +0.1% | +$751 | 0.35% | 89 |
|
|
2021
Q4 | $579K | Sell |
2,253
-36
| -2% | -$9.25K | 0.37% | 80 |
|
|
2021
Q3 | $556K | Sell |
2,289
-27
| -1% | -$6.56K | 0.4% | 83 |
|
|
2021
Q2 | $479K | Buy |
+2,316
| New | +$479K | 0.36% | 83 |
|
|
2020
Q4 | $467K | Buy |
+2,842
| New | +$467K | 0.28% | 78 |
|