Congress Wealth Management’s HCA Healthcare HCA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.31M	Buy	8,644 +7,367	+577%	+$2.65M	0.03%	465
2025 Q1	$441K	Buy	1,277 +238	+23%	+$76.5K	0.01%	849
2024 Q4	$312K	Buy	1,039 +34	+3%	+$11.9K	﹤0.01%	756
2024 Q3	$408K	Sell	1,005 -7	-0.7%	-$2.56K	0.01%	671
2024 Q2	$325K	Hold	1,012	–	–	0.01%	594
2024 Q1	$338K	Buy	1,012 +60	+6%	+$18.3K	0.01%	493
2023 Q4	$258K	Sell	952 -12	-1%	-$2.97K	﹤0.01%	555
2023 Q3	$237K	Sell	964 -11	-1%	-$3.01K	﹤0.01%	554
2023 Q2	$296K	Sell	975 -320	-25%	-$89K	0.01%	485
2023 Q1	$341K	Hold	1,295	–	–	0.01%	469
2022 Q4	$311K	Sell	1,295 -38	-3%	-$8.51K	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	+$324K	0.01%	511