Lee Financial’s HCA Healthcare HCA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$301K	Sell	784 -8	-1%	-$3.07K	0.04%	118
2025 Q1	$274K	Sell	792 -29	-4%	-$10K	0.04%	125
2024 Q4	$247K	Hold	821	–	–	0.03%	162
2024 Q3	$334K	Buy	821 +33	+4%	+$13.4K	0.05%	140
2024 Q2	$253K	Hold	788	–	–	0.04%	124
2024 Q1	$263K	Buy	788 +6	+0.8%	+$2K	0.04%	129
2023 Q4	$212K	Hold	782	–	–	0.04%	136
2023 Q3	$192K	Hold	782	–	–	0.04%	131
2023 Q2	$237K	Hold	782	–	–	0.04%	119
2023 Q1	$206K	Sell	782 -43	-5%	-$11.3K	0.04%	126
2022 Q4	$198K	Sell	825 -9	-1%	-$2.16K	0.03%	149
2022 Q3	$153K	Sell	834 -1,414	-63%	-$259K	0.03%	160
2022 Q2	$378K	Sell	2,248 -7	-0.3%	-$1.18K	0.07%	103
2022 Q1	$566K	Sell	2,255 -9	-0.4%	-$2.26K	0.1%	90
2021 Q4	$582K	Buy	2,264 +19	+0.8%	+$4.88K	0.11%	91
2021 Q3	$545K	Buy	2,245 +27	+1%	+$6.56K	0.11%	88
2021 Q2	$459K	Buy	2,218 +48	+2%	+$9.93K	0.1%	94
2021 Q1	$409K	Hold	2,170	–	–	0.1%	93
2020 Q4	$357K	Hold	2,170	–	–	0.09%	96
2020 Q3	$271K	Hold	2,170	–	–	0.08%	108
2020 Q2	$211K	Hold	2,170	–	–	0.06%	117
2020 Q1	$195K	Hold	2,170	–	–	0.06%	106
2019 Q4	$321K	Hold	2,170	–	–	0.07%	103
2019 Q3	$261K	Hold	2,170	–	–	0.06%	111
2019 Q2	$293K	Hold	2,170	–	–	0.07%	109
2019 Q1	$283K	Hold	2,170	–	–	0.07%	107
2018 Q4	$270K	Buy	2,170 +370	+21%	+$46K	0.07%	100
2018 Q3	$250K	Buy	1,800 +370	+26%	+$51.4K	0.06%	115
2018 Q2	$147K	Hold	1,430	–	–	0.03%	183
2018 Q1	$139K	Hold	1,430	–	–	0.04%	184
2017 Q4	$126K	Hold	1,430	–	–	0.04%	139
2017 Q3	$114K	Hold	1,430	–	–	0.04%	136
2017 Q2	$125K	Buy	+1,430	New	+$125K	0.05%	135