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Sound View Wealth Advisors Group’s HCA Healthcare HCA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.16M Sell
5,647
-1,714
-23% -$657K 0.16% 123
2025
Q1
$2.54M Buy
7,361
+160
+2% +$55.3K 0.21% 101
2024
Q4
$2.16M Buy
7,201
+531
+8% +$159K 0.17% 116
2024
Q3
$2.71M Buy
6,670
+1,327
+25% +$539K 0.22% 106
2024
Q2
$1.72M Buy
5,343
+268
+5% +$86.1K 0.18% 121
2024
Q1
$1.69M Sell
5,075
-2,401
-32% -$801K 0.18% 122
2023
Q4
$2.02M Buy
7,476
+1,686
+29% +$456K 0.22% 110
2023
Q3
$1.42M Buy
5,790
+3,602
+165% +$886K 0.18% 117
2023
Q2
$664K Buy
2,188
+676
+45% +$205K 0.09% 191
2023
Q1
$399K Sell
1,512
-5,964
-80% -$1.57M 0.05% 249
2022
Q4
$2.02M Buy
+7,476
New +$2.02M 0.22% 110