CWM
Compass Wealth Management’s HCA Healthcare HCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.88M | Sell |
12,747
-260
| -2% | -$99.6K | 1.16% | 31 |
|
|
2025
Q1 | $4.49M | Sell |
13,007
-2,139
| -14% | -$739K | 1.15% | 31 |
|
|
2024
Q4 | $4.55M | Sell |
15,146
-475
| -3% | -$143K | 1.09% | 32 |
|
|
2024
Q3 | $6.35M | Sell |
15,621
-671
| -4% | -$273K | 1.49% | 14 |
|
|
2024
Q2 | $5.23M | Sell |
16,292
-115
| -0.7% | -$36.9K | 1.29% | 23 |
|
|
2024
Q1 | $5.47M | Sell |
16,407
-330
| -2% | -$110K | 1.37% | 20 |
|
|
2023
Q4 | $4.53M | Sell |
16,737
-476
| -3% | -$129K | 1.27% | 23 |
|
|
2023
Q3 | $4.23M | Sell |
17,213
-265
| -2% | -$65.2K | 1.33% | 21 |
|
|
2023
Q2 | $5.3M | Sell |
17,478
-300
| -2% | -$91K | 1.6% | 13 |
|
|
2023
Q1 | $4.69M | Sell |
17,778
-1,190
| -6% | -$314K | 1.49% | 13 |
|
|
2022
Q4 | $4.55M | Buy |
+18,968
| New | +$4.55M | 1.49% | 15 |
|