Concourse Financial Group Securities’s HealthStream HSTM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-231
Closed -$7.41K 3704
2024
Q4
$7.41K Buy
+231
New +$7.41K ﹤0.01% 1786
2024
Q3
Hold
0
4988
2024
Q2
Hold
0
5025
2024
Q1
Hold
0
5030
2023
Q4
Hold
0
4973
2023
Q3
Hold
0
4896
2023
Q2
Hold
0
4825
2023
Q1
Hold
0
4679
2022
Q4
Hold
0
4657
2022
Q3
Hold
0
4457
2022
Q2
Hold
0
4487
2022
Q1
Hold
0
4415
2021
Q4
Hold
0
4475
2021
Q3
Hold
0
4376
2021
Q2
Hold
0
4248
2021
Q1
Hold
0
4149
2020
Q4
Hold
0
4053
2020
Q3
Hold
0
3891
2020
Q2
Hold
0
3779
2020
Q1
Hold
0
3785
2019
Q4
Hold
0
3740
2019
Q3
Hold
0
3490
2019
Q2
Hold
0
3757
2019
Q1
Hold
0
3721
2018
Q4
Hold
0
3598
2018
Q3
Hold
0
3244