CWP
CFM Wealth Partners’s HCA Healthcare HCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $740K | Hold |
1,931
| – | – | 0.12% | 81 |
|
|
2025
Q1 | $667K | Hold |
1,931
| – | – | 0.12% | 88 |
|
|
2024
Q4 | $580K | Sell |
1,931
-97
| -5% | -$29.1K | 0.1% | 93 |
|
|
2024
Q3 | $824K | Sell |
2,028
-180
| -8% | -$73.2K | 0.14% | 85 |
|
|
2024
Q2 | $709K | Buy |
2,208
+97
| +5% | +$31.2K | 0.13% | 88 |
|
|
2024
Q1 | $704K | Hold |
2,111
| – | – | 0.14% | 89 |
|
|
2023
Q4 | $571K | Hold |
2,111
| – | – | 0.13% | 102 |
|
|
2023
Q3 | $519K | Buy |
2,111
+92
| +5% | +$22.6K | 0.14% | 93 |
|
|
2023
Q2 | $613K | Hold |
2,019
| – | – | 0.15% | 98 |
|
|
2023
Q1 | $532K | Hold |
2,019
| – | – | 0.14% | 101 |
|
|
2022
Q4 | $484K | Sell |
2,019
-475
| -19% | -$114K | 0.15% | 110 |
|
|
2022
Q3 | $458K | Sell |
2,494
-40
| -2% | -$7.35K | 0.15% | 103 |
|
|
2022
Q2 | $426K | Hold |
2,534
| – | – | 0.13% | 118 |
|
|
2022
Q1 | $635K | Hold |
2,534
| – | – | 0.15% | 98 |
|
|
2021
Q4 | $644K | Sell |
2,534
-14
| -0.5% | -$3.56K | 0.14% | 104 |
|
|
2021
Q3 | $618K | Sell |
2,548
-152
| -6% | -$36.9K | 0.16% | 100 |
|
|
2021
Q2 | $558K | Buy |
2,700
+190
| +8% | +$39.3K | 0.15% | 95 |
|
|
2021
Q1 | $473K | Hold |
2,510
| – | – | 0.14% | 101 |
|
|
2020
Q4 | $413K | Hold |
2,510
| – | – | 0.13% | 99 |
|
|
2020
Q3 | $312K | Sell |
2,510
-1,249
| -33% | -$155K | 0.11% | 108 |
|
|
2020
Q2 | $364K | Sell |
3,759
-326
| -8% | -$31.6K | 0.14% | 100 |
|
|
2020
Q1 | $367K | Hold |
4,085
| – | – | 0.17% | 90 |
|
|
2019
Q4 | $604K | Buy |
+4,085
| New | +$604K | 0.22% | 78 |
|