EP Wealth Advisors’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 | $39.7M | Sell |
103,646
-1,165
| -1% | -$446K | 0.26% | 70 |
|
|
2025
Q1 | $36.2M | Sell |
104,811
-44,035
| -30% | -$15.2M | 0.29% | 70 |
|
|
2024
Q4 | $44.7M | Sell |
148,846
-1,859
| -1% | -$558K | 0.36% | 60 |
|
|
2024
Q3 | $61.3M | Sell |
150,705
-74,441
| -33% | -$30.3M | 0.53% | 45 |
|
|
2024
Q2 | $72.3M | Buy |
225,146
+3,516
| +2% | +$1.13M | 0.77% | 31 |
|
|
2024
Q1 | $73.9M | Buy |
221,630
+5,224
| +2% | +$1.74M | 0.86% | 27 |
|
|
2023
Q4 | $58.6M | Buy |
216,406
+7,441
| +4% | +$2.01M | 0.75% | 33 |
|
|
2023
Q3 | $51.4M | Buy |
208,965
+174,240
| +502% | +$42.9M | 0.8% | 29 |
|
|
2023
Q2 | $63.1M | Buy |
34,725
+29,225
| +531% | +$53.1M | 0.91% | 21 |
|
|
2023
Q1 | $210K | Sell |
5,500
-193,781
| -97% | -$7.4M | ﹤0.01% | 565 |
|
|
2022
Q4 | $47.8M | Buy |
199,281
+7,274
| +4% | +$1.75M | 0.86% | 30 |
|
|
2022
Q3 | $35.3M | Buy |
192,007
+53,322
| +38% | +$9.8M | 0.8% | 35 |
|
|
2022
Q2 | $23.3M | Buy |
138,685
+5,895
| +4% | +$991K | 0.52% | 53 |
|
|
2022
Q1 | $33.3M | Buy |
132,790
+319
| +0.2% | +$79.9K | 0.73% | 37 |
|
|
2021
Q4 | $34M | Buy |
132,471
+1,048
| +0.8% | +$269K | 0.8% | 29 |
|
|
2021
Q3 | $31.9M | Sell |
131,423
-3,231
| -2% | -$784K | 0.87% | 27 |
|
|
2021
Q2 | $27.8M | Buy |
134,654
+2,291
| +2% | +$474K | 0.77% | 33 |
|
|
2021
Q1 | $24.9M | Buy |
132,363
+6,619
| +5% | +$1.25M | 0.79% | 30 |
|
|
2020
Q4 | $20.7M | Buy |
125,744
+7,064
| +6% | +$1.16M | 0.73% | 32 |
|
|
2020
Q3 | $14.8M | Buy |
+118,680
| New | +$14.8M | 0.64% | 37 |
|