VWM
Venturi Wealth Management’s HCA Healthcare HCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
5,463
-70
| -1% | -$26.8K | 0.1% | 116 |
|
|
2025
Q1 | $1.91M | Buy |
5,533
+290
| +6% | +$100K | 0.1% | 122 |
|
|
2024
Q4 | $1.57M | Sell |
5,243
-92
| -2% | -$27.6K | 0.08% | 152 |
|
|
2024
Q3 | $2.17M | Buy |
5,335
+629
| +13% | +$256K | 0.11% | 110 |
|
|
2024
Q2 | $1.51M | Buy |
4,706
+416
| +10% | +$134K | 0.09% | 133 |
|
|
2024
Q1 | $1.43M | Sell |
4,290
-24
| -0.6% | -$8.01K | 0.09% | 134 |
|
|
2023
Q4 | $1.17M | Sell |
4,314
-107
| -2% | -$29K | 0.08% | 145 |
|
|
2023
Q3 | $1.09M | Sell |
4,421
-107
| -2% | -$26.3K | 0.09% | 142 |
|
|
2023
Q2 | $1.37M | Sell |
4,528
-14
| -0.3% | -$4.25K | 0.11% | 107 |
|
|
2023
Q1 | $1.2M | Sell |
4,542
-233
| -5% | -$61.4K | 0.1% | 130 |
|
|
2022
Q4 | $1.15M | Buy |
+4,775
| New | +$1.15M | 0.1% | 144 |
|
|
2017
Q2 | – | Sell |
-71,692
| Closed | -$6.11M | – | 194 |
|
|
2017
Q1 | $6.11M | Buy |
+71,692
| New | +$6.11M | 1.41% | 25 |
|