Waldron Private Wealth’s HCA Healthcare HCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,522
| Closed | -$457K | – | 350 |
|
|
2024
Q4 | $457K | Sell |
1,522
-159
| -9% | -$47.7K | 0.02% | 262 |
|
|
2024
Q3 | $683K | Buy |
1,681
+29
| +2% | +$11.8K | 0.03% | 211 |
|
|
2024
Q2 | $531K | Sell |
1,652
-216
| -12% | -$69.4K | 0.02% | 226 |
|
|
2024
Q1 | $624K | Buy |
1,868
+2
| +0.1% | +$668 | 0.03% | 208 |
|
|
2023
Q4 | $505K | Sell |
1,866
-174
| -9% | -$47.1K | 0.02% | 232 |
|
|
2023
Q3 | $502K | Buy |
2,040
+781
| +62% | +$192K | 0.03% | 229 |
|
|
2023
Q2 | $382K | Sell |
1,259
-29
| -2% | -$8.8K | 0.02% | 261 |
|
|
2023
Q1 | $340K | Buy |
+1,288
| New | +$340K | 0.02% | 308 |
|
|
2022
Q2 | – | Sell |
-979
| Closed | -$245K | – | 394 |
|
|
2022
Q1 | $245K | Buy |
979
+90
| +10% | +$22.5K | 0.01% | 354 |
|
|
2021
Q4 | $228K | Hold |
889
| – | – | 0.01% | 348 |
|
|
2021
Q3 | $215K | Buy |
+889
| New | +$215K | 0.01% | 335 |
|