LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors’s HCA Healthcare HCA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$76.6K	Sell	200 -300	-60%	-$115K	﹤0.01%	365
2025 Q1	$168K	Hold	500	–	–	﹤0.01%	285
2024 Q4	$166K	Hold	500	–	–	﹤0.01%	302
2024 Q3	$199K	Hold	500	–	–	﹤0.01%	282
2024 Q2	$159K	Hold	500	–	–	﹤0.01%	293
2024 Q1	$155K	Hold	500	–	–	﹤0.01%	294
2023 Q4	$152K	Hold	500	–	–	﹤0.01%	302
2023 Q3	$114K	Sell	500 -500	-50%	-$114K	﹤0.01%	338
2023 Q2	$303K	Hold	1,000	–	–	﹤0.01%	247
2023 Q1	$264K	Hold	1,000	–	–	﹤0.01%	252
2022 Q4	$240K	Sell	1,000 -48	-5%	-$11.5K	﹤0.01%	261
2022 Q3	$193K	Hold	1,048	–	–	﹤0.01%	285
2022 Q2	$176K	Buy	1,048 +48	+5%	+$8.06K	﹤0.01%	304
2022 Q1	$251K	Sell	1,000 -65	-6%	-$16.3K	﹤0.01%	280
2021 Q4	$274K	Hold	1,065	–	–	﹤0.01%	273
2021 Q3	$258K	Buy	1,065 +25	+2%	+$6.06K	﹤0.01%	277
2021 Q2	$215K	Buy	+1,040	New	+$215K	﹤0.01%	308
2021 Q1	–	Sell	-1,000	Closed	-$164K	–	475
2020 Q4	$164K	Hold	1,000	–	–	﹤0.01%	295
2020 Q3	$125K	Hold	1,000	–	–	﹤0.01%	302
2020 Q2	$97K	Hold	1,000	–	–	﹤0.01%	312
2020 Q1	$90K	Hold	1,000	–	–	﹤0.01%	305
2019 Q4	$148K	Sell	1,000 -34	-3%	-$5.03K	﹤0.01%	300
2019 Q3	$125K	Sell	1,034 -45	-4%	-$5.44K	﹤0.01%	308
2019 Q2	$146K	Buy	1,079 +45	+4%	+$6.09K	﹤0.01%	293
2019 Q1	$135K	Hold	1,034	–	–	﹤0.01%	294
2018 Q4	$129K	Hold	1,034	–	–	﹤0.01%	294
2018 Q3	$144K	Hold	1,034	–	–	﹤0.01%	304
2018 Q2	$106K	Hold	1,034	–	–	﹤0.01%	348
2018 Q1	$100K	Hold	1,034	–	–	﹤0.01%	363
2017 Q4	$91K	Hold	1,034	–	–	﹤0.01%	371
2017 Q3	$82K	Buy	1,034 +34	+3%	+$2.7K	﹤0.01%	378
2017 Q2	$80K	Hold	1,000	–	–	﹤0.01%	376
2017 Q1	$89K	Buy	+1,000	New	+$89K	﹤0.01%	364