Creative Planning’s Health Catalyst HCAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $138K | Buy |
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|
2024
Q4 | $154K | Buy |
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|
2024
Q3 | $174K | Buy |
|
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|
2024
Q2 | $121K | Buy |
|
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|
2024
Q1 | $115K | Buy |
|
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|
2023
Q4 | $138K | Sell |
|
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|
2023
Q3 | $155K | Sell |
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|
2023
Q2 | $302K | Sell |
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|
2023
Q1 | $285K | Sell |
|
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|
2022
Q4 | $269K | Sell |
|
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $231K | Buy |
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|
2022
Q1 | $410K | Buy |
|