Carson Wealth (CWM LLC)’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 | $6K | Sell |
1,657
-2,182
| -57% | -$7.9K | ﹤0.01% | 4532 |
|
|
2025
Q1 | $17K | Buy |
3,839
+2,846
| +287% | +$12.6K | ﹤0.01% | 3795 |
|
|
2024
Q4 | $7K | Buy |
993
+2
| +0.2% | +$14 | ﹤0.01% | 4044 |
|
|
2024
Q3 | $8K | Sell |
991
-53
| -5% | -$428 | ﹤0.01% | 3884 |
|
|
2024
Q2 | $7K | Buy |
1,044
+339
| +48% | +$2.27K | ﹤0.01% | 3708 |
|
|
2024
Q1 | $5K | Buy |
705
+9
| +1% | +$64 | ﹤0.01% | 3657 |
|
|
2023
Q4 | $6K | Sell |
696
-767
| -52% | -$6.61K | ﹤0.01% | 3424 |
|
|
2023
Q3 | $15K | Hold |
1,463
| – | – | ﹤0.01% | 2869 |
|
|
2023
Q2 | $18K | Hold |
1,463
| – | – | ﹤0.01% | 2706 |
|
|
2023
Q1 | $17K | Hold |
1,463
| – | – | ﹤0.01% | 2616 |
|
|
2022
Q4 | $16K | Buy |
1,463
+306
| +26% | +$3.35K | ﹤0.01% | 2508 |
|
|
2022
Q3 | $11K | Buy |
1,157
+774
| +202% | +$7.36K | ﹤0.01% | 2624 |
|
|
2022
Q2 | $6K | Buy |
383
+320
| +508% | +$5.01K | ﹤0.01% | 2884 |
|
|
2022
Q1 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 3165 |
|