Charles Schwab’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 | $2.26M | Buy |
598,630
+114,051
| +24% | +$430K | ﹤0.01% | 2626 |
|
|
2025
Q1 | $2.2M | Sell |
484,579
-12,716
| -3% | -$57.6K | ﹤0.01% | 2581 |
|
|
2024
Q4 | $3.52M | Sell |
497,295
-75,766
| -13% | -$536K | ﹤0.01% | 2502 |
|
|
2024
Q3 | $4.66M | Sell |
573,061
-33,710
| -6% | -$274K | ﹤0.01% | 2408 |
|
|
2024
Q2 | $3.88M | Buy |
606,771
+122,530
| +25% | +$783K | ﹤0.01% | 2459 |
|
|
2024
Q1 | $3.65M | Sell |
484,241
-37,121
| -7% | -$280K | ﹤0.01% | 2400 |
|
|
2023
Q4 | $4.83M | Buy |
521,362
+85,777
| +20% | +$794K | ﹤0.01% | 2327 |
|
|
2023
Q3 | $4.41M | Buy |
435,585
+17,380
| +4% | +$176K | ﹤0.01% | 2312 |
|
|
2023
Q2 | $5.23M | Buy |
418,205
+10,003
| +2% | +$125K | ﹤0.01% | 2224 |
|
|
2023
Q1 | $4.76M | Buy |
408,202
+28
| +0% | +$327 | ﹤0.01% | 2221 |
|
|
2022
Q4 | $4.34M | Buy |
408,174
+10,114
| +3% | +$108K | ﹤0.01% | 2292 |
|
|
2022
Q3 | $3.86M | Buy |
398,060
+11,454
| +3% | +$111K | ﹤0.01% | 2355 |
|
|
2022
Q2 | $5.6M | Buy |
386,606
+9,107
| +2% | +$132K | ﹤0.01% | 2140 |
|
|
2022
Q1 | $9.87M | Buy |
377,499
+8,499
| +2% | +$222K | ﹤0.01% | 1961 |
|
|
2021
Q4 | $14.6M | Buy |
369,000
+15,839
| +4% | +$628K | ﹤0.01% | 1793 |
|
|
2021
Q3 | $17.7M | Buy |
353,161
+98,463
| +39% | +$4.92M | 0.01% | 1678 |
|
|
2021
Q2 | $14.1M | Buy |
254,698
+27,499
| +12% | +$1.53M | ﹤0.01% | 1809 |
|
|
2021
Q1 | $10.6M | Buy |
227,199
+12,692
| +6% | +$594K | ﹤0.01% | 1928 |
|
|
2020
Q4 | $9.34M | Buy |
214,507
+12,024
| +6% | +$523K | ﹤0.01% | 1905 |
|
|
2020
Q3 | $7.41M | Buy |
202,483
+97,024
| +92% | +$3.55M | ﹤0.01% | 1864 |
|
|
2020
Q2 | $3.08M | Buy |
105,459
+34,240
| +48% | +$999K | ﹤0.01% | 2267 |
|
|
2020
Q1 | $1.86M | Buy |
71,219
+23,792
| +50% | +$622K | ﹤0.01% | 2298 |
|
|
2019
Q4 | $1.65M | Buy |
47,427
+1,201
| +3% | +$41.7K | ﹤0.01% | 2467 |
|
|
2019
Q3 | $1.46M | Buy |
+46,226
| New | +$1.46M | ﹤0.01% | 2475 |
|