Allworth Financial’s HealthStream HSTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91K | Sell |
69
-31
| -31% | -$858 | ﹤0.01% | 3715 |
|
|
2025
Q1 | $3.32K | Sell |
100
-449
| -82% | -$14.9K | ﹤0.01% | 2981 |
|
|
2024
Q4 | $17.6K | Buy |
549
+464
| +546% | +$14.9K | ﹤0.01% | 2168 |
|
|
2024
Q3 | $2.45K | Hold |
85
| – | – | ﹤0.01% | 2873 |
|
|
2024
Q2 | $2.58K | Hold |
85
| – | – | ﹤0.01% | 2806 |
|
|
2024
Q1 | $2.27K | Hold |
85
| – | – | ﹤0.01% | 2760 |
|
|
2023
Q4 | $2.3K | Buy |
85
+28
| +49% | +$757 | ﹤0.01% | 2622 |
|
|
2023
Q3 | $1.23K | Buy |
+57
| New | +$1.23K | ﹤0.01% | 2759 |
|
|
2023
Q2 | – | Sell |
-43
| Closed | -$1.17K | – | 3315 |
|
|
2023
Q1 | $1.17K | Buy |
+43
| New | +$1.17K | ﹤0.01% | 2617 |
|
|
2022
Q1 | – | Sell |
-344
| Closed | -$9K | – | 2231 |
|
|
2021
Q4 | $9K | Buy |
+344
| New | +$9K | ﹤0.01% | 1401 |
|