Institute For Wealth Management, Llc. Hca Healthcare, Inc. Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Hca Healthcare, Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,563 shares of HCA stock, worth $802,398. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,563

Previous 2,599 1.39%

Holding current value

$802,398

Previous $1.06 Million 27.18%

% of portfolio

0.1%

Previous 0.14%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$297.52 - $415.61 $10,710 - $14,961	-36 Reduced 1.39%	2,563 $769,000
Q3 2024 Nov 12, 2024	BUY	$315.12 - $406.43 $630 - $812	2 Added 0.08%	2,599 $1.06 Million
Q2 2024 Jul 25, 2024	SELL	$297.0 - $343.29 $5,643 - $6,522	-19 Reduced 0.73%	2,597 $834,000
Q4 2023 Jan 31, 2024	SELL	$221.81 - $275.85 $3,992 - $4,965	-18 Reduced 0.68%	2,616 $708,000
Q3 2023 Oct 13, 2023	BUY	$245.98 - $298.35 $491 - $596	2 Added 0.08%	2,634 $647,000
Q2 2023 Jul 25, 2023	SELL	$264.09 - $303.48 $5,017 - $5,766	-19 Reduced 0.72%	2,632 $798,000
Q1 2023 Apr 20, 2023	SELL	$243.35 - $263.81 $973 - $1,055	-4 Reduced 0.15%	2,651 $699,000
Q4 2022 Feb 02, 2023	SELL	$193.26 - $244.85 $6,377 - $8,080	-33 Reduced 1.23%	2,655 $636,000
Q2 2022 Jul 25, 2022	SELL	$168.06 - $275.16 $1,848 - $3,026	-11 Reduced 0.41%	2,688 $452,000
Q1 2022 Apr 29, 2022	BUY	$228.85 - $267.17 $3,661 - $4,274	16 Added 0.6%	2,699 $676,000
Q4 2020 Feb 01, 2021	SELL	$123.94 - $165.86 $55,773 - $74,637	-450 Reduced 14.36%	2,683 $441,000
Q3 2020 Nov 03, 2020	BUY	$94.34 - $138.17 $4,905 - $7,184	52 Added 1.69%	3,133 $391,000
Q1 2020 Apr 29, 2020	SELL	$68.13 - $151.04 $24,526 - $54,374	-360 Reduced 10.46%	3,081 $277,000
Q4 2019 Feb 27, 2020	BUY	$115.09 - $149.26 $337,443 - $437,630	2,932 Added 576.03%	3,441 $509,000
Q4 2019 Jan 27, 2020	SELL	$115.09 - $149.26 $337,443 - $437,630	-2,932 Reduced 85.21%	509 $509,000
Q2 2019 Aug 02, 2019	BUY	$112.01 - $135.18 $2,464 - $2,973	22 Added 0.64%	3,441 $465,000
Q1 2019 May 15, 2019	SELL	$119.44 - $144.26 $7,883 - $9,521	-66 Reduced 1.89%	3,419 $446,000
Q4 2018 Feb 08, 2019	BUY	$116.13 - $146.29 $404,713 - $509,820	3,485 New	3,485 $434,000
Q1 2018 May 15, 2018	SELL	$84.96 - $103.9 $294,981 - $360,740	-3,472 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$74.22 - $89.69 $257,691 - $311,403	3,472 New	3,472 $305,000
Q3 2017 Nov 14, 2017	SELL	$76.25 - $80.34 $309,727 - $326,341	-4,062 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	4,062	4,062 $352,000

Others Institutions Holding HCA

# of Institutions

1,296

Shares Held

151M

Call Options Held

1.4M

Put Options Held

1.81M

View Full List

About HCA Healthcare, Inc.

Ticker HCA
Exchange NYSE
Sector Healthcare
Industry Medical Care Facilities
Shares Outstandng 287,024,992
Market Cap $89.9B
Description
HCA Healthcare, Inc., through its subsidiaries, provides health care services company in the United States. The company operates general and acute care hospitals that offers medical and surgical services, including inpatient care, intensive care, cardiac care, diagnostic, and emergency services; and outpatient services, such as outpatient surger...

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Institute For Wealth Management, Llc. Hca Healthcare, Inc. Transaction History