Creative Planning’s HealthStream HSTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
12,611
-10,714
| -46% | -$296K | ﹤0.01% | 2761 |
|
|
2025
Q1 | $751K | Sell |
23,325
-2,236
| -9% | -$72K | ﹤0.01% | 1948 |
|
|
2024
Q4 | $813K | Buy |
25,561
+9,717
| +61% | +$309K | ﹤0.01% | 1807 |
|
|
2024
Q3 | $457K | Buy |
15,844
+5,368
| +51% | +$155K | ﹤0.01% | 2184 |
|
|
2024
Q2 | $292K | Buy |
10,476
+1,849
| +21% | +$51.6K | ﹤0.01% | 2356 |
|
|
2024
Q1 | $230K | Buy |
8,627
+736
| +9% | +$19.6K | ﹤0.01% | 2454 |
|
|
2023
Q4 | $213K | Buy |
+7,891
| New | +$213K | ﹤0.01% | 2362 |
|
|
2013
Q4 | – | Sell |
-391
| Closed | -$15K | – | 3377 |
|
|
2013
Q3 | $15K | Buy |
+391
| New | +$15K | ﹤0.01% | 2250 |
|