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 |
|