MSFP
Mark Sheptoff Financial Planning’s HCA Healthcare HCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Hold |
300
| – | – | 0.06% | 115 |
|
|
2025
Q1 | $104K | Hold |
300
| – | – | 0.06% | 118 |
|
|
2024
Q4 | $90K | Hold |
300
| – | – | 0.05% | 131 |
|
|
2024
Q3 | $122K | Hold |
300
| – | – | 0.06% | 113 |
|
|
2024
Q2 | $96.4K | Hold |
300
| – | – | 0.05% | 136 |
|
|
2024
Q1 | $100K | Hold |
300
| – | – | 0.06% | 130 |
|
|
2023
Q4 | $81.2K | Hold |
300
| – | – | 0.05% | 131 |
|
|
2023
Q3 | $73.8K | Sell |
300
-150
| -33% | -$36.9K | 0.05% | 124 |
|
|
2023
Q2 | $137K | Hold |
450
| – | – | 0.08% | 105 |
|
|
2023
Q1 | $119K | Hold |
450
| – | – | 0.07% | 106 |
|
|
2022
Q4 | $108K | Hold |
450
| – | – | 0.06% | 107 |
|
|
2022
Q3 | $83K | Hold |
450
| – | – | 0.05% | 119 |
|
|
2022
Q2 | $76K | Hold |
450
| – | – | 0.04% | 129 |
|
|
2022
Q1 | $113K | Hold |
450
| – | – | 0.06% | 129 |
|
|
2021
Q4 | $116K | Hold |
450
| – | – | 0.06% | 130 |
|
|
2021
Q3 | $109K | Buy |
450
+100
| +29% | +$24.2K | 0.06% | 133 |
|
|
2021
Q2 | $72K | Hold |
350
| – | – | 0.04% | 157 |
|
|
2021
Q1 | $66K | Hold |
350
| – | – | 0.04% | 146 |
|
|
2020
Q4 | $58K | Hold |
350
| – | – | 0.03% | 152 |
|
|
2020
Q3 | $44K | Hold |
350
| – | – | 0.03% | 150 |
|
|
2020
Q2 | $34K | Buy |
+350
| New | +$34K | 0.02% | 165 |
|
|
2015
Q4 | – | Sell |
-11
| Closed | -$1K | – | 398 |
|
|
2015
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 372 |
|