Pathstone Family Office’s HCA Healthcare HCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.61M | Buy |
6,520
+4,648
| +248% | +$1.15M | 0.01% | 521 |
|
|
2023
Q2 | $717K | Sell |
1,872
-54
| -3% | -$20.7K | 0.01% | 598 |
|
|
2023
Q1 | $511K | Sell |
1,926
-12,312
| -86% | -$3.26M | 0.01% | 687 |
|
|
2022
Q4 | $2.27M | Buy |
14,238
+5,880
| +70% | +$936K | 0.02% | 471 |
|
|
2022
Q3 | $1.54M | Buy |
+8,358
| New | +$1.54M | 0.01% | 536 |
|
|
2022
Q2 | – | Sell |
-1,313
| Closed | -$333K | – | 1083 |
|
|
2022
Q1 | $333K | Buy |
1,313
+103
| +9% | +$26.1K | 0.01% | 705 |
|
|
2021
Q4 | $312K | Buy |
1,210
+377
| +45% | +$97.2K | 0.01% | 698 |
|
|
2021
Q3 | $202K | Buy |
+833
| New | +$202K | 0.01% | 816 |
|
|
2021
Q1 | – | Sell |
-275
| Closed | -$46K | – | 931 |
|
|
2020
Q4 | $46K | Buy |
275
+1
| +0.4% | +$167 | ﹤0.01% | 523 |
|
|
2020
Q3 | $34K | Buy |
+274
| New | +$34K | ﹤0.01% | 408 |
|
|
2017
Q2 | – | Sell |
-5
| Closed | – | – | 492 |
|
|
2017
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 593 |
|