Curated Wealth Partners’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
Sell
-2,693
Closed -$931K 163
2025
Q1
$931K Hold
2,693
0.12% 59
2024
Q4
$808K Sell
2,693
-25
-0.9% -$7.5K 0.09% 64
2024
Q3
$1.1M Buy
2,718
+8
+0.3% +$3.25K 0.14% 43
2024
Q2
$871K Buy
+2,710
New +$871K 0.12% 49
2024
Q1
Sell
-3,200
Closed -$866K 61
2023
Q4
$866K Buy
3,200
+249
+8% +$67.4K 0.14% 52
2023
Q3
$726K Buy
2,951
+5
+0.2% +$1.23K 0.13% 58
2023
Q2
$894K Buy
2,946
+2,123
+258% +$644K 0.17% 44
2023
Q1
$217K Sell
823
-121
-13% -$31.9K 0.05% 116
2022
Q4
$227K Buy
+944
New +$227K 0.06% 116