Allworth Financial’s Health Catalyst HCAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660 | Hold |
175
| – | – | ﹤0.01% | 4058 |
|
|
2025
Q1 | $697 | Hold |
175
| – | – | ﹤0.01% | 3585 |
|
|
2024
Q4 | $982 | Hold |
175
| – | – | ﹤0.01% | 3399 |
|
|
2024
Q3 | $1.43K | Hold |
175
| – | – | ﹤0.01% | 3090 |
|
|
2024
Q2 | $1.27K | Buy |
175
+104
| +146% | +$755 | ﹤0.01% | 3085 |
|
|
2024
Q1 | $535 | Hold |
71
| – | – | ﹤0.01% | 3267 |
|
|
2023
Q4 | $658 | Buy |
+71
| New | +$658 | ﹤0.01% | 3069 |
|
|
2023
Q3 | – | Sell |
-358
| Closed | -$4.48K | – | 3481 |
|
|
2023
Q2 | $4.48K | Hold |
358
| – | – | ﹤0.01% | 2155 |
|
|
2023
Q1 | $4.18K | Buy |
358
+123
| +52% | +$1.44K | ﹤0.01% | 2108 |
|
|
2022
Q4 | $2.5K | Buy |
+235
| New | +$2.5K | ﹤0.01% | 2158 |
|
|
2022
Q3 | – | Sell |
-9
| Closed | – | – | 2836 |
|
|
2022
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 2559 |
|