Heritage 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 | $226K | Buy |
591
+1
| +0.2% | +$383 | 0.01% | 196 |
|
|
2025
Q1 | $204K | Sell |
590
-2
| -0.3% | -$691 | 0.01% | 196 |
|
|
2024
Q4 | $178K | Sell |
592
-106
| -15% | -$31.8K | 0.01% | 210 |
|
|
2024
Q3 | $284K | Buy |
698
+139
| +25% | +$56.5K | 0.01% | 182 |
|
|
2024
Q2 | $180K | Hold |
559
| – | – | 0.01% | 210 |
|
|
2024
Q1 | $186K | Buy |
559
+1
| +0.2% | +$333 | 0.01% | 218 |
|
|
2023
Q4 | $151K | Hold |
558
| – | – | 0.01% | 235 |
|
|
2023
Q3 | $137K | Buy |
558
+1
| +0.2% | +$246 | 0.01% | 228 |
|
|
2023
Q2 | $169K | Sell |
557
-16
| -3% | -$4.86K | 0.01% | 217 |
|
|
2023
Q1 | $151K | Buy |
573
+39
| +7% | +$10.3K | 0.01% | 227 |
|
|
2022
Q4 | $128K | Buy |
+534
| New | +$128K | 0.01% | 242 |
|
|
2022
Q1 | – | Sell |
-1,214
| Closed | -$312K | – | 546 |
|
|
2021
Q4 | $312K | Hold |
1,214
| – | – | 0.02% | 162 |
|
|
2021
Q3 | $295K | Hold |
1,214
| – | – | 0.02% | 167 |
|
|
2021
Q2 | $251K | Hold |
1,214
| – | – | 0.02% | 185 |
|
|
2021
Q1 | $229K | Hold |
1,214
| – | – | 0.01% | 192 |
|
|
2020
Q4 | $200K | Buy |
+1,214
| New | +$200K | 0.01% | 197 |
|
|
2020
Q1 | – | Sell |
-6
| Closed | -$887 | – | 500 |
|
|
2019
Q4 | $887 | Buy |
+6
| New | +$887 | ﹤0.01% | 677 |
|