Carson Wealth (CWM LLC)’s HealthStream HSTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59K | Sell |
2,136
-2,641
| -55% | -$72.9K | ﹤0.01% | 3140 |
|
|
2025
Q1 | $154K | Buy |
4,777
+88
| +2% | +$2.84K | ﹤0.01% | 2092 |
|
|
2024
Q4 | $149K | Buy |
4,689
+241
| +5% | +$7.66K | ﹤0.01% | 2023 |
|
|
2024
Q3 | $128K | Buy |
4,448
+1,739
| +64% | +$50K | ﹤0.01% | 2034 |
|
|
2024
Q2 | $76K | Buy |
2,709
+2,173
| +405% | +$61K | ﹤0.01% | 2172 |
|
|
2024
Q1 | $14K | Buy |
536
+180
| +51% | +$4.7K | ﹤0.01% | 3130 |
|
|
2023
Q4 | $10K | Sell |
356
-33
| -8% | -$927 | ﹤0.01% | 3176 |
|
|
2023
Q3 | $8K | Buy |
389
+12
| +3% | +$247 | ﹤0.01% | 3242 |
|
|
2023
Q2 | $9K | Buy |
377
+280
| +289% | +$6.68K | ﹤0.01% | 3132 |
|
|
2023
Q1 | $3K | Buy |
97
+9
| +10% | +$278 | ﹤0.01% | 3505 |
|
|
2022
Q4 | $2K | Buy |
88
+3
| +4% | +$68 | ﹤0.01% | 3556 |
|
|
2022
Q3 | $2K | Buy |
85
+52
| +158% | +$1.22K | ﹤0.01% | 3463 |
|
|
2022
Q2 | $1K | Sell |
33
-7
| -18% | -$212 | ﹤0.01% | 3539 |
|
|
2022
Q1 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 3333 |
|