Whittier Trust’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 | $442K | Hold |
1,154
| – | – | 0.01% | 508 |
|
|
2025
Q1 | $399K | Sell |
1,154
-41
| -3% | -$14.2K | 0.01% | 526 |
|
|
2024
Q4 | $359K | Buy |
1,195
+41
| +4% | +$12.3K | ﹤0.01% | 549 |
|
|
2024
Q3 | $469K | Hold |
1,154
| – | – | 0.01% | 517 |
|
|
2024
Q2 | $371K | Buy |
1,154
+11
| +1% | +$3.53K | 0.01% | 537 |
|
|
2024
Q1 | $381K | Hold |
1,143
| – | – | 0.01% | 533 |
|
|
2023
Q4 | $309K | Buy |
1,143
+689
| +152% | +$186K | 0.01% | 565 |
|
|
2023
Q3 | $112K | Buy |
454
+15
| +3% | +$3.69K | ﹤0.01% | 744 |
|
|
2023
Q2 | $133K | Hold |
439
| – | – | ﹤0.01% | 714 |
|
|
2023
Q1 | $116K | Hold |
439
| – | – | ﹤0.01% | 775 |
|
|
2022
Q4 | $105K | Hold |
439
| – | – | ﹤0.01% | 798 |
|
|
2022
Q3 | $81K | Sell |
439
-15
| -3% | -$2.77K | ﹤0.01% | 852 |
|
|
2022
Q2 | $76K | Buy |
454
+15
| +3% | +$2.51K | ﹤0.01% | 869 |
|
|
2022
Q1 | $110K | Buy |
439
+9
| +2% | +$2.26K | ﹤0.01% | 801 |
|
|
2021
Q4 | $110K | Hold |
430
| – | – | ﹤0.01% | 804 |
|
|
2021
Q3 | $104K | Hold |
430
| – | – | ﹤0.01% | 771 |
|
|
2021
Q2 | $89K | Hold |
430
| – | – | ﹤0.01% | 824 |
|
|
2021
Q1 | $81K | Sell |
430
-75
| -15% | -$14.1K | ﹤0.01% | 821 |
|
|
2020
Q4 | $83K | Buy |
505
+430
| +573% | +$70.7K | ﹤0.01% | 753 |
|
|
2020
Q3 | $9K | Hold |
75
| – | – | ﹤0.01% | 1149 |
|
|
2020
Q2 | $7K | Hold |
75
| – | – | ﹤0.01% | 1113 |
|
|
2020
Q1 | $7K | Buy |
+75
| New | +$7K | ﹤0.01% | 1157 |
|
|
2019
Q3 | – | Sell |
-6
| Closed | -$1K | – | 1559 |
|
|
2019
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1282 |
|
|
2019
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1278 |
|
|
2018
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1278 |
|
|
2018
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1220 |
|
|
2018
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1214 |
|
|
2018
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1257 |
|
|
2017
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1228 |
|
|
2017
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1324 |
|
|
2017
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1198 |
|
|
2017
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1296 |
|
|
2016
Q1 | – | Sell |
-10
| Closed | -$1K | – | 1192 |
|
|
2015
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1155 |
|