Rockefeller Financial Services’s HCA Healthcare HCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $364K | Sell |
4,140
-230
| -5% | -$20.2K | 0.01% | 304 |
|
|
2017
Q3 | $348K | Sell |
4,370
-293
| -6% | -$23.3K | 0.01% | 291 |
|
|
2017
Q2 | $407K | Hold |
4,663
| – | – | 0.01% | 244 |
|
|
2017
Q1 | $415K | Sell |
4,663
-2,011
| -30% | -$179K | 0.01% | 255 |
|
|
2016
Q4 | $494K | Buy |
6,674
+2,178
| +48% | +$161K | 0.01% | 251 |
|
|
2016
Q3 | $340K | Sell |
4,496
-1,003
| -18% | -$75.9K | 0.01% | 273 |
|
|
2016
Q2 | $423K | Sell |
5,499
-3,858
| -41% | -$297K | 0.01% | 266 |
|
|
2016
Q1 | $730K | Sell |
9,357
-674
| -7% | -$52.6K | 0.01% | 216 |
|
|
2015
Q4 | $678K | Buy |
10,031
+2,519
| +34% | +$170K | 0.01% | 225 |
|
|
2015
Q3 | $581K | Hold |
7,512
| – | – | 0.01% | 229 |
|
|
2015
Q2 | $681K | Buy |
7,512
+444
| +6% | +$40.3K | 0.01% | 218 |
|
|
2015
Q1 | $532K | Sell |
7,068
-515
| -7% | -$38.8K | 0.01% | 241 |
|
|
2014
Q4 | $557K | Sell |
7,583
-310
| -4% | -$22.8K | 0.01% | 231 |
|
|
2014
Q3 | $557K | Sell |
7,893
-13,793
| -64% | -$973K | 0.01% | 240 |
|
|
2014
Q2 | $1.22M | Hold |
21,686
| – | – | 0.03% | 206 |
|
|
2014
Q1 | $1.14M | Buy |
21,686
+936
| +5% | +$49.2K | 0.02% | 216 |
|
|
2013
Q4 | $990K | Buy |
20,750
+639
| +3% | +$30.5K | 0.02% | 230 |
|
|
2013
Q3 | $860K | Buy |
20,111
+772
| +4% | +$33K | 0.02% | 235 |
|
|
2013
Q2 | $697K | Buy |
+19,339
| New | +$697K | 0.02% | 237 |
|