Sendero 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,837
| Closed | -$452K | – | 151 |
|
|
2023
Q3 | $452K | Sell |
1,837
-6,628
| -78% | -$1.63M | 0.1% | 114 |
|
|
2023
Q2 | $2.57M | Sell |
8,465
-1,664
| -16% | -$505K | 0.56% | 40 |
|
|
2023
Q1 | $2.67M | Buy |
10,129
+916
| +10% | +$242K | 0.82% | 25 |
|
|
2022
Q4 | $2.21M | Buy |
9,213
+2,734
| +42% | +$656K | 0.79% | 21 |
|
|
2022
Q3 | $1.19M | Buy |
6,479
+393
| +6% | +$72.2K | 0.5% | 32 |
|
|
2022
Q2 | $316K | Buy |
6,086
+4,494
| +282% | +$233K | 0.3% | 75 |
|
|
2022
Q1 | $399K | Hold |
1,592
| – | – | 0.18% | 60 |
|
|
2021
Q4 | $409K | Buy |
+1,592
| New | +$409K | 0.18% | 64 |
|