Institute for Wealth Management’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 | $981K | Hold |
2,561
| – | – | 0.11% | 195 |
|
|
2025
Q1 | $885K | Sell |
2,561
-2
| -0.1% | -$691 | 0.11% | 200 |
|
|
2024
Q4 | $769K | Sell |
2,563
-36
| -1% | -$10.8K | 0.1% | 217 |
|
|
2024
Q3 | $1.06M | Buy |
2,599
+2
| +0.1% | +$813 | 0.13% | 166 |
|
|
2024
Q2 | $834K | Sell |
2,597
-19
| -0.7% | -$6.1K | 0.11% | 193 |
|
|
2024
Q1 | $873K | Hold |
2,616
| – | – | 0.11% | 186 |
|
|
2023
Q4 | $708K | Sell |
2,616
-18
| -0.7% | -$4.87K | 0.11% | 208 |
|
|
2023
Q3 | $648K | Buy |
2,634
+2
| +0.1% | +$492 | 0.12% | 207 |
|
|
2023
Q2 | $799K | Sell |
2,632
-19
| -0.7% | -$5.77K | 0.13% | 175 |
|
|
2023
Q1 | $699K | Sell |
2,651
-4
| -0.2% | -$1.06K | 0.13% | 190 |
|
|
2022
Q4 | $637K | Sell |
2,655
-33
| -1% | -$7.92K | 0.13% | 206 |
|
|
2022
Q3 | $494K | Hold |
2,688
| – | – | 0.11% | 236 |
|
|
2022
Q2 | $452K | Sell |
2,688
-11
| -0.4% | -$1.85K | 0.09% | 293 |
|
|
2022
Q1 | $676K | Buy |
2,699
+16
| +0.6% | +$4.01K | 0.11% | 229 |
|
|
2021
Q4 | $689K | Hold |
2,683
| – | – | 0.11% | 221 |
|
|
2021
Q3 | $651K | Hold |
2,683
| – | – | 0.11% | 217 |
|
|
2021
Q2 | $555K | Hold |
2,683
| – | – | 0.1% | 253 |
|
|
2021
Q1 | $505K | Hold |
2,683
| – | – | 0.1% | 258 |
|
|
2020
Q4 | $441K | Sell |
2,683
-450
| -14% | -$74K | 0.09% | 271 |
|
|
2020
Q3 | $391K | Buy |
3,133
+52
| +2% | +$6.49K | 0.09% | 264 |
|
|
2020
Q2 | $299K | Hold |
3,081
| – | – | 0.07% | 322 |
|
|
2020
Q1 | $277K | Sell |
3,081
-360
| -10% | -$32.4K | 0.09% | 292 |
|
|
2019
Q4 | $509K | Hold |
3,441
| – | – | 0.11% | 247 |
|
|
2019
Q3 | $414K | Hold |
3,441
| – | – | 0.1% | 270 |
|
|
2019
Q2 | $465K | Buy |
3,441
+22
| +0.6% | +$2.97K | 0.1% | 266 |
|
|
2019
Q1 | $446K | Sell |
3,419
-66
| -2% | -$8.61K | 0.1% | 261 |
|
|
2018
Q4 | $434K | Buy |
+3,485
| New | +$434K | 0.18% | 162 |
|
|
2018
Q1 | – | Sell |
-3,472
| Closed | -$305K | – | 310 |
|
|
2017
Q4 | $305K | Buy |
+3,472
| New | +$305K | 0.07% | 302 |
|
|
2017
Q3 | – | Sell |
-4,062
| Closed | -$352K | – | 303 |
|
|
2017
Q2 | $352K | Buy |
+4,062
| New | +$352K | 0.1% | 283 |
|