Copeland Capital Management’s HealthStream HSTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.4M | Buy |
882,950
+119,260
| +16% | +$3.3M | 0.5% | 82 |
|
|
2025
Q1 | $24.6M | Buy |
763,690
+384,384
| +101% | +$12.4M | 0.49% | 80 |
|
|
2024
Q4 | $12.1M | Buy |
379,306
+377,134
| +17,363% | +$12M | 0.22% | 113 |
|
|
2024
Q3 | $62.6K | Buy |
+2,172
| New | +$62.6K | ﹤0.01% | 158 |
|
|
2024
Q2 | – | Sell |
-1,470
| Closed | -$39.2K | – | 192 |
|
|
2024
Q1 | $39.2K | Buy |
1,470
+19
| +1% | +$507 | ﹤0.01% | 166 |
|
|
2023
Q4 | $39.2K | Hold |
1,451
| – | – | ﹤0.01% | 150 |
|
|
2023
Q3 | $31.3K | Buy |
1,451
+403
| +38% | +$8.7K | ﹤0.01% | 165 |
|
|
2023
Q2 | $25.7K | Buy |
+1,048
| New | +$25.7K | ﹤0.01% | 189 |
|