Morningstar Investment 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 | $665K | Buy |
+1,735
| New | +$665K | 0.06% | 96 |
|
|
2025
Q1 | – | Sell |
-2,148
| Closed | -$645K | – | 140 |
|
|
2024
Q4 | $645K | Hold |
2,148
| – | – | 0.05% | 113 |
|
|
2024
Q3 | $850K | Buy |
2,148
+110
| +5% | +$43.5K | 0.08% | 103 |
|
|
2024
Q2 | $655K | Hold |
2,038
| – | – | 0.07% | 112 |
|
|
2024
Q1 | $680K | Hold |
2,038
| – | – | 0.07% | 110 |
|
|
2023
Q4 | $552K | Sell |
2,038
-65
| -3% | -$17.6K | 0.06% | 119 |
|
|
2023
Q3 | $517K | Hold |
2,103
| – | – | 0.07% | 95 |
|
|
2023
Q2 | $638K | Buy |
+2,103
| New | +$638K | 0.08% | 87 |
|