HCA
Hyperion Capital Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.3M | Sell |
101,936
-16,318
| -14% | -$1.49M | 5.83% | 8 |
|
|
2025
Q1 | $9.26M | Sell |
118,254
-16,040
| -12% | -$1.26M | 5.04% | 7 |
|
|
2024
Q4 | $9.94M | Sell |
134,294
-8,677
| -6% | -$642K | 5.11% | 7 |
|
|
2024
Q3 | $9.27M | Sell |
142,971
-4,080
| -3% | -$264K | 4.35% | 7 |
|
|
2024
Q2 | $10.8M | Sell |
147,051
-2,959
| -2% | -$218K | 5.08% | 7 |
|
|
2024
Q1 | $10.9M | Sell |
150,010
-4,497
| -3% | -$325K | 5.12% | 7 |
|
|
2023
Q4 | $10.6M | Buy |
154,507
+254
| +0.2% | +$17.5K | 5.74% | 6 |
|
|
2023
Q3 | $8.47M | Buy |
154,253
+4,500
| +3% | +$247K | 4.64% | 9 |
|
|
2023
Q2 | $8.49M | Buy |
149,753
+47,192
| +46% | +$2.67M | 4.61% | 8 |
|
|
2023
Q1 | $5.37M | Buy |
102,561
+91,662
| +841% | +$4.8M | 2.58% | 13 |
|
|
2022
Q4 | $907K | Hold |
10,899
| – | – | 0.45% | 26 |
|
|
2022
Q3 | $783K | Hold |
10,899
| – | – | 0.39% | 28 |
|
|
2022
Q2 | $689K | Hold |
10,899
| – | – | 0.32% | 32 |
|
|
2022
Q1 | $919K | Hold |
10,899
| – | – | 0.35% | 30 |
|
|
2021
Q4 | $917K | Hold |
10,899
| – | – | 0.2% | 32 |
|
|
2021
Q3 | $794K | Hold |
10,899
| – | – | 0.21% | 32 |
|
|
2021
Q2 | $794K | Hold |
10,899
| – | – | 0.23% | 29 |
|
|
2021
Q1 | $710K | Hold |
10,899
| – | – | 0.23% | 28 |
|
|
2020
Q4 | $578K | Sell |
10,899
-5,000
| -31% | -$265K | 0.23% | 31 |
|
|
2020
Q3 | $576K | Buy |
15,899
+1,400
| +10% | +$50.7K | 0.28% | 24 |
|
|
2020
Q2 | $489K | Buy |
14,499
+108
| +0.8% | +$3.64K | 0.29% | 25 |
|
|
2020
Q1 | $484K | Hold |
14,391
| – | – | 0.34% | 25 |
|
|
2019
Q4 | $684K | Buy |
+14,391
| New | +$684K | 0.37% | 22 |
|