Perigon Wealth 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 | $712K | Buy |
1,858
+61
| +3% | +$23.4K | 0.02% | 577 |
|
|
2025
Q1 | $621K | Buy |
1,797
+40
| +2% | +$13.8K | 0.02% | 576 |
|
|
2024
Q4 | $544K | Sell |
1,757
-74
| -4% | -$22.9K | 0.01% | 613 |
|
|
2024
Q3 | $744K | Buy |
1,831
+20
| +1% | +$8.13K | 0.02% | 504 |
|
|
2024
Q2 | $582K | Buy |
1,811
+195
| +12% | +$62.7K | 0.02% | 498 |
|
|
2024
Q1 | $539K | Sell |
1,616
-143
| -8% | -$47.7K | 0.02% | 513 |
|
|
2023
Q4 | $476K | Buy |
1,759
+44
| +3% | +$11.9K | 0.02% | 513 |
|
|
2023
Q3 | $422K | Sell |
1,715
-36
| -2% | -$8.86K | 0.02% | 484 |
|
|
2023
Q2 | $531K | Sell |
1,751
-114
| -6% | -$34.6K | 0.02% | 443 |
|
|
2023
Q1 | $492K | Buy |
1,865
+137
| +8% | +$36.1K | 0.03% | 401 |
|
|
2022
Q4 | $415K | Buy |
+1,728
| New | +$415K | 0.03% | 429 |
|
|
2021
Q1 | – | Sell |
-202
| Closed | -$33K | – | 715 |
|
|
2020
Q4 | $33K | Buy |
+202
| New | +$33K | ﹤0.01% | 860 |
|
|
2018
Q2 | – | Sell |
-165
| Closed | -$16K | – | 398 |
|
|
2018
Q1 | $16K | Hold |
165
| – | – | 0.01% | 468 |
|
|
2017
Q4 | $14K | Hold |
165
| – | – | 0.01% | 461 |
|
|
2017
Q3 | $13K | Buy |
+165
| New | +$13K | ﹤0.01% | 484 |
|
|
2017
Q2 | – | Sell |
-165
| Closed | -$15K | – | 599 |
|
|
2017
Q1 | $15K | Buy |
+165
| New | +$15K | ﹤0.01% | 489 |
|