Congress Wealth Management’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 | $3.31M | Buy |
8,644
+7,367
| +577% | +$2.82M | 0.03% | 465 |
|
|
2025
Q1 | $441K | Buy |
1,277
+238
| +23% | +$82.1K | 0.01% | 849 |
|
|
2024
Q4 | $312K | Buy |
1,039
+34
| +3% | +$10.2K | ﹤0.01% | 756 |
|
|
2024
Q3 | $408K | Sell |
1,005
-7
| -0.7% | -$2.85K | 0.01% | 671 |
|
|
2024
Q2 | $325K | Hold |
1,012
| – | – | 0.01% | 594 |
|
|
2024
Q1 | $338K | Buy |
1,012
+60
| +6% | +$20K | 0.01% | 493 |
|
|
2023
Q4 | $258K | Sell |
952
-12
| -1% | -$3.25K | ﹤0.01% | 555 |
|
|
2023
Q3 | $237K | Sell |
964
-11
| -1% | -$2.71K | ﹤0.01% | 554 |
|
|
2023
Q2 | $296K | Sell |
975
-320
| -25% | -$97.1K | 0.01% | 485 |
|
|
2023
Q1 | $341K | Hold |
1,295
| – | – | 0.01% | 469 |
|
|
2022
Q4 | $311K | Sell |
1,295
-38
| -3% | -$9.12K | 0.01% | 470 |
|
|
2022
Q3 | $245K | Hold |
1,333
| – | – | 0.01% | 497 |
|
|
2022
Q2 | $224K | Hold |
1,333
| – | – | 0.01% | 518 |
|
|
2022
Q1 | $334K | Buy |
1,333
+10
| +0.8% | +$2.51K | 0.01% | 495 |
|
|
2021
Q4 | $340K | Buy |
+1,323
| New | +$340K | 0.01% | 508 |
|