Heritage Trust’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 | $3.16M | Sell |
8,248
-125
| -1% | -$47.9K | 0.36% | 73 |
|
|
2025
Q1 | $2.89M | Buy |
8,373
+133
| +2% | +$46K | 0.35% | 79 |
|
|
2024
Q4 | $2.47M | Buy |
+8,240
| New | +$2.47M | 0.29% | 88 |
|
|
2024
Q2 | $2.7M | Sell |
8,397
-51
| -0.6% | -$16.4K | 0.36% | 78 |
|
|
2024
Q1 | $2.82M | Buy |
8,448
+50
| +0.6% | +$16.7K | 0.38% | 75 |
|
|
2023
Q4 | $2.27M | Buy |
8,398
+1,328
| +19% | +$359K | 0.32% | 87 |
|
|
2023
Q3 | $1.74M | Sell |
7,070
-29
| -0.4% | -$7.13K | 0.27% | 94 |
|
|
2023
Q2 | $2.15M | Sell |
7,099
-87
| -1% | -$26.4K | 0.32% | 87 |
|
|
2023
Q1 | $1.89M | Buy |
7,186
+5
| +0.1% | +$1.32K | 0.3% | 94 |
|
|
2022
Q4 | $1.72M | Buy |
7,181
+256
| +4% | +$61.4K | 0.28% | 96 |
|
|
2022
Q3 | $1.27M | Sell |
6,925
-73
| -1% | -$13.4K | 0.22% | 108 |
|
|
2022
Q2 | $1.18M | Sell |
6,998
-222
| -3% | -$37.3K | 0.19% | 120 |
|
|
2022
Q1 | $1.81M | Sell |
7,220
-49
| -0.7% | -$12.3K | 0.26% | 100 |
|
|
2021
Q4 | $1.87M | Buy |
7,269
+653
| +10% | +$168K | 0.24% | 99 |
|
|
2021
Q3 | $1.61M | Sell |
6,616
-18
| -0.3% | -$4.37K | 0.23% | 106 |
|
|
2021
Q2 | $1.37M | Buy |
6,634
+2,849
| +75% | +$589K | 0.2% | 111 |
|
|
2021
Q1 | $713K | Buy |
+3,785
| New | +$713K | 0.11% | 148 |
|