Mount Yale Investment Advisors’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 | $12.8K | Sell |
33
-2,488
| -99% | -$964K | ﹤0.01% | 1104 |
|
|
2025
Q1 | $871K | Sell |
2,521
-521
| -17% | -$180K | 0.07% | 218 |
|
|
2024
Q4 | $913K | Buy |
3,042
+221
| +8% | +$66.3K | 0.07% | 217 |
|
|
2024
Q3 | $1.15M | Sell |
2,821
-1,670
| -37% | -$679K | 0.11% | 179 |
|
|
2024
Q2 | $1.44M | Sell |
4,491
-122
| -3% | -$39.2K | 0.11% | 169 |
|
|
2024
Q1 | $1.54M | Buy |
4,613
+64
| +1% | +$21.3K | 0.12% | 162 |
|
|
2023
Q4 | $1.23M | Buy |
+4,549
| New | +$1.23M | 0.12% | 178 |
|
|
2023
Q1 | – | Sell |
-5,470
| Closed | -$1.31M | – | 498 |
|
|
2022
Q4 | $1.31M | Sell |
5,470
-30
| -0.5% | -$7.2K | 0.15% | 144 |
|
|
2022
Q3 | $1.01M | Buy |
5,500
+164
| +3% | +$30.1K | 0.13% | 162 |
|
|
2022
Q2 | $897K | Buy |
5,336
+158
| +3% | +$26.6K | 0.11% | 182 |
|
|
2022
Q1 | $1.3M | Buy |
5,178
+259
| +5% | +$64.9K | 0.14% | 159 |
|
|
2021
Q4 | $1.26M | Sell |
4,919
-25
| -0.5% | -$6.42K | 0.13% | 171 |
|
|
2021
Q3 | $1.2M | Sell |
4,944
-619
| -11% | -$150K | 0.14% | 166 |
|
|
2021
Q2 | $1.15M | Sell |
5,563
-95
| -2% | -$19.6K | 0.14% | 155 |
|
|
2021
Q1 | $1.07M | Buy |
5,658
+242
| +4% | +$45.6K | 0.14% | 153 |
|
|
2020
Q4 | $891K | Sell |
5,416
-581
| -10% | -$95.6K | 0.13% | 179 |
|
|
2020
Q3 | $748K | Sell |
5,997
-106
| -2% | -$13.2K | 0.11% | 187 |
|
|
2020
Q2 | $592K | Buy |
+6,103
| New | +$592K | 0.11% | 204 |
|