Peak Financial 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
Q1 | – | Sell |
-3,738
| Closed | -$1.12M | – | 78 |
|
|
2024
Q4 | $1.12M | Buy |
+3,738
| New | +$1.12M | 0.58% | 40 |
|
|
2023
Q3 | – | Sell |
-7,205
| Closed | -$2.19M | – | 62 |
|
|
2023
Q2 | $2.19M | Sell |
7,205
-1,151
| -14% | -$349K | 1.72% | 19 |
|
|
2023
Q1 | $2.2M | Sell |
8,356
-56
| -0.7% | -$14.8K | 1.86% | 14 |
|
|
2022
Q4 | $2.02M | Buy |
8,412
+357
| +4% | +$85.7K | 1.84% | 17 |
|
|
2022
Q3 | $1.48M | Sell |
8,055
-145
| -2% | -$26.6K | 1.82% | 24 |
|
|
2022
Q2 | $1.38M | Buy |
8,200
+3,251
| +66% | +$546K | 1.36% | 26 |
|
|
2022
Q1 | $1.24M | Buy |
+4,949
| New | +$1.24M | 1.06% | 31 |
|