Summit Trail Advisors’s HCA Healthcare HCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Buy |
8,059
+2,922
| +57% | +$1.12M | 0.05% | 178 |
|
|
2025
Q1 | $1.78M | Buy |
5,137
+1,173
| +30% | +$405K | 0.06% | 107 |
|
|
2024
Q4 | $1.19M | Buy |
3,964
+352
| +10% | +$106K | 0.04% | 124 |
|
|
2024
Q3 | $1.47M | Buy |
3,612
+433
| +14% | +$176K | 0.04% | 205 |
|
|
2024
Q2 | $1.02M | Buy |
3,179
+236
| +8% | +$75.8K | 0.03% | 240 |
|
|
2024
Q1 | $981K | Buy |
2,943
+409
| +16% | +$136K | 0.03% | 218 |
|
|
2023
Q4 | $686K | Sell |
2,534
-361
| -12% | -$97.7K | 0.02% | 229 |
|
|
2023
Q3 | $712K | Sell |
2,895
-10
| -0.3% | -$2.46K | 0.03% | 214 |
|
|
2023
Q2 | $882K | Buy |
2,905
+149
| +5% | +$45.2K | 0.03% | 187 |
|
|
2023
Q1 | $727K | Buy |
2,756
+487
| +21% | +$128K | 0.03% | 168 |
|
|
2022
Q4 | $544K | Buy |
2,269
+1,107
| +95% | +$266K | 0.02% | 175 |
|
|
2022
Q3 | $214K | Sell |
1,162
-165
| -12% | -$30.4K | 0.01% | 325 |
|
|
2022
Q2 | $223K | Buy |
+1,327
| New | +$223K | 0.01% | 330 |
|
|
2018
Q4 | – | Sell |
-753
| Closed | -$105K | – | 167 |
|
|
2018
Q3 | $105K | Buy |
+753
| New | +$105K | 0.02% | 268 |
|
|
2018
Q1 | – | Sell |
-1,124
| Closed | -$102K | – | 941 |
|
|
2017
Q4 | $102K | Buy |
+1,124
| New | +$102K | 0.01% | 618 |
|