SVWAG
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 |
|