KMG Fiduciary Partners’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 | $529K | Hold |
1,382
| – | – | 0.04% | 226 |
|
|
2025
Q1 | $478K | Hold |
1,382
| – | – | 0.04% | 224 |
|
|
2024
Q4 | $415K | Hold |
1,382
| – | – | 0.03% | 225 |
|
|
2024
Q3 | $562K | Hold |
1,382
| – | – | 0.05% | 205 |
|
|
2024
Q2 | $444K | Hold |
1,382
| – | – | 0.04% | 192 |
|
|
2024
Q1 | $461K | Sell |
1,382
-35
| -2% | -$11.7K | 0.05% | 181 |
|
|
2023
Q4 | $384K | Buy |
1,417
+155
| +12% | +$42K | 0.04% | 189 |
|
|
2023
Q3 | $310K | Hold |
1,262
| – | – | 0.04% | 193 |
|
|
2023
Q2 | $383K | Hold |
1,262
| – | – | 0.05% | 186 |
|
|
2023
Q1 | $333K | Hold |
1,262
| – | – | 0.05% | 193 |
|
|
2022
Q4 | $303K | Hold |
1,262
| – | – | 0.05% | 202 |
|
|
2022
Q3 | $232K | Hold |
1,262
| – | – | 0.04% | 179 |
|
|
2022
Q2 | $212K | Hold |
1,262
| – | – | 0.04% | 193 |
|
|
2022
Q1 | $316K | Hold |
1,262
| – | – | 0.05% | 171 |
|
|
2021
Q4 | $324K | Hold |
1,262
| – | – | 0.05% | 165 |
|
|
2021
Q3 | $306K | Buy |
1,262
+25
| +2% | +$6.06K | 0.05% | 166 |
|
|
2021
Q2 | $256K | Hold |
1,237
| – | – | 0.05% | 179 |
|
|
2021
Q1 | $233K | Buy |
+1,237
| New | +$233K | 0.05% | 160 |
|
|
2020
Q1 | – | Sell |
-1,397
| Closed | -$206K | – | 136 |
|
|
2019
Q4 | $206K | Buy |
+1,397
| New | +$206K | 0.06% | 124 |
|