SHFA
SC&H Financial Advisors’s HCA Healthcare HCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
676
-90
| -12% | -$34.5K | 0.04% | 131 |
|
|
2025
Q1 | $265K | Hold |
766
| – | – | 0.05% | 125 |
|
|
2024
Q4 | $230K | Sell |
766
-100
| -12% | -$30K | 0.05% | 141 |
|
|
2024
Q3 | $352K | Hold |
866
| – | – | 0.08% | 109 |
|
|
2024
Q2 | $278K | Hold |
866
| – | – | 0.07% | 122 |
|
|
2024
Q1 | $289K | Sell |
866
-50
| -5% | -$16.7K | 0.08% | 118 |
|
|
2023
Q4 | $248K | Sell |
916
-69
| -7% | -$18.7K | 0.07% | 123 |
|
|
2023
Q3 | $242K | Hold |
985
| – | – | 0.08% | 120 |
|
|
2023
Q2 | $299K | Hold |
985
| – | – | 0.1% | 113 |
|
|
2023
Q1 | $260K | Buy |
985
+13
| +1% | +$3.43K | 0.09% | 119 |
|
|
2022
Q4 | $233K | Sell |
972
-123
| -11% | -$29.5K | 0.1% | 117 |
|
|
2022
Q3 | $201K | Buy |
+1,095
| New | +$201K | 0.1% | 125 |
|
|
2022
Q2 | – | Sell |
-2,556
| Closed | -$641K | – | 146 |
|
|
2022
Q1 | $641K | Sell |
2,556
-110
| -4% | -$27.6K | 0.3% | 67 |
|
|
2021
Q4 | $685K | Buy |
+2,666
| New | +$685K | 0.38% | 59 |
|