Envestnet Asset Management’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 | $72.8K | Sell |
19,319
-1,199
| -6% | -$4.52K | ﹤0.01% | 4371 |
|
|
2025
Q1 | $92.9K | Sell |
20,518
-13,255
| -39% | -$60K | ﹤0.01% | 4250 |
|
|
2024
Q4 | $239K | Buy |
33,773
+16,208
| +92% | +$115K | ﹤0.01% | 4007 |
|
|
2024
Q3 | $143K | Buy |
+17,565
| New | +$143K | ﹤0.01% | 4080 |
|
|
2022
Q2 | – | Sell |
-15,018
| Closed | -$392K | – | 3975 |
|
|
2022
Q1 | $392K | Sell |
15,018
-7,501
| -33% | -$196K | ﹤0.01% | 3274 |
|
|
2021
Q4 | $892K | Buy |
22,519
+525
| +2% | +$20.8K | ﹤0.01% | 2699 |
|
|
2021
Q3 | $1.1M | Buy |
21,994
+483
| +2% | +$24.2K | ﹤0.01% | 2480 |
|
|
2021
Q2 | $1.19M | Buy |
21,511
+3,239
| +18% | +$180K | ﹤0.01% | 2401 |
|
|
2021
Q1 | $855K | Buy |
18,272
+4,500
| +33% | +$211K | ﹤0.01% | 2510 |
|
|
2020
Q4 | $599K | Sell |
13,772
-707
| -5% | -$30.8K | ﹤0.01% | 2564 |
|
|
2020
Q3 | $530K | Buy |
+14,479
| New | +$530K | ﹤0.01% | 2425 |
|