Creative Planning’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 | – | Sell |
-30,551
| Closed | -$138K | – | 3643 |
|
|
2025
Q1 | $138K | Buy |
30,551
+8,811
| +41% | +$39.9K | ﹤0.01% | 3170 |
|
|
2024
Q4 | $154K | Buy |
21,740
+392
| +2% | +$2.77K | ﹤0.01% | 3047 |
|
|
2024
Q3 | $174K | Buy |
21,348
+2,486
| +13% | +$20.2K | ﹤0.01% | 2886 |
|
|
2024
Q2 | $121K | Buy |
18,862
+3,559
| +23% | +$22.7K | ﹤0.01% | 2791 |
|
|
2024
Q1 | $115K | Buy |
15,303
+401
| +3% | +$3.02K | ﹤0.01% | 2669 |
|
|
2023
Q4 | $138K | Sell |
14,902
-394
| -3% | -$3.65K | ﹤0.01% | 2511 |
|
|
2023
Q3 | $155K | Sell |
15,296
-8,897
| -37% | -$90K | ﹤0.01% | 2304 |
|
|
2023
Q2 | $302K | Sell |
24,193
-252
| -1% | -$3.15K | ﹤0.01% | 1906 |
|
|
2023
Q1 | $285K | Sell |
24,445
-892
| -4% | -$10.4K | ﹤0.01% | 1851 |
|
|
2022
Q4 | $269K | Sell |
25,337
-1,113
| -4% | -$11.8K | ﹤0.01% | 1784 |
|
|
2022
Q3 | $257K | Buy |
26,450
+10,510
| +66% | +$102K | ﹤0.01% | 1738 |
|
|
2022
Q2 | $231K | Buy |
15,940
+263
| +2% | +$3.81K | ﹤0.01% | 1786 |
|
|
2022
Q1 | $410K | Buy |
+15,677
| New | +$410K | ﹤0.01% | 1436 |
|