Carson Wealth (CWM LLC)’s HealthStream HSTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$45K Sell
2025
Q2
$59K Sell
2025
Q1
$154K Buy
2024
Q4
$149K Buy
2024
Q3
$128K Buy
2024
Q2
$76K Buy
2024
Q1
$14K Buy
2023
Q4
$10K Sell
2023
Q3
$8K Buy
2023
Q2
$9K Buy
2023
Q1
$3K Buy
2022
Q4
$2K Buy
2022
Q3
$2K Buy
2022
Q2
$1K Sell
2022
Q1
$1K Buy