Petrus Trust Company’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 |
-1,702
| Closed | -$511K | – | 679 |
|
|
2024
Q4 | $511K | Buy |
+1,702
| New | +$511K | 0.05% | 203 |
|
|
2024
Q1 | – | Sell |
-906
| Closed | -$245K | – | 702 |
|
|
2023
Q4 | $245K | Sell |
906
-605
| -40% | -$164K | 0.02% | 508 |
|
|
2023
Q3 | $372K | Buy |
1,511
+3
| +0.2% | +$738 | 0.04% | 306 |
|
|
2023
Q2 | $458K | Buy |
+1,508
| New | +$458K | 0.05% | 185 |
|
|
2022
Q3 | – | Sell |
-1,384
| Closed | -$233K | – | 254 |
|
|
2022
Q2 | $233K | Buy |
+1,384
| New | +$233K | 0.03% | 61 |
|
|
2020
Q1 | – | Sell |
-1,732
| Closed | -$256K | – | 237 |
|
|
2019
Q4 | $256K | Sell |
1,732
-362
| -17% | -$53.5K | 0.04% | 174 |
|
|
2019
Q3 | $252K | Sell |
2,094
-229
| -10% | -$27.6K | 0.04% | 141 |
|
|
2019
Q2 | $314K | Buy |
2,323
+313
| +16% | +$42.3K | 0.06% | 96 |
|
|
2019
Q1 | $262K | Buy |
+2,010
| New | +$262K | 0.05% | 148 |
|
|
2018
Q4 | – | Sell |
-2,179
| Closed | -$303K | – | 254 |
|
|
2018
Q3 | $303K | Sell |
2,179
-588
| -21% | -$81.8K | 0.07% | 101 |
|
|
2018
Q2 | $284K | Buy |
+2,767
| New | +$284K | 0.06% | 143 |
|
|
2017
Q2 | – | Sell |
-2,837
| Closed | -$252K | – | 195 |
|
|
2017
Q1 | $252K | Sell |
2,837
-249
| -8% | -$22.1K | 0.06% | 127 |
|
|
2016
Q4 | $228K | Buy |
+3,086
| New | +$228K | 0.06% | 139 |
|