Essex Investment 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
Q1 | – | Sell |
-295,112
| Closed | -$2.09M | – | 314 |
|
|
2024
Q4 | $2.09M | Buy |
295,112
+47,951
| +19% | +$339K | 0.38% | 114 |
|
|
2024
Q3 | $2.01M | Buy |
+247,161
| New | +$2.01M | 0.35% | 114 |
|
|
2024
Q2 | – | Sell |
-245,429
| Closed | -$1.85M | – | 317 |
|
|
2024
Q1 | $1.85M | Buy |
+245,429
| New | +$1.85M | 0.36% | 111 |
|
|
2022
Q3 | – | Sell |
-118,007
| Closed | -$1.71M | – | 418 |
|
|
2022
Q2 | $1.71M | Buy |
118,007
+85,484
| +263% | +$1.24M | 0.28% | 112 |
|
|
2022
Q1 | $850K | Buy |
32,523
+2,318
| +8% | +$60.6K | 0.11% | 236 |
|
|
2021
Q4 | $1.2M | Sell |
30,205
-987
| -3% | -$39.1K | 0.14% | 213 |
|
|
2021
Q3 | $1.56M | Buy |
+31,192
| New | +$1.56M | 0.19% | 174 |
|