Herald Investment Management’s HealthStream HSTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.25M | Hold |
190,000
| – | – | 0.78% | 30 |
|
|
2025
Q1 | $6.11M | Hold |
190,000
| – | – | 1.15% | 27 |
|
|
2024
Q4 | $6.03M | Hold |
190,000
| – | – | 0.99% | 32 |
|
|
2024
Q3 | $5.48M | Sell |
190,000
-10,000
| -5% | -$288K | 0.94% | 32 |
|
|
2024
Q2 | $5.57M | Hold |
200,000
| – | – | 0.91% | 32 |
|
|
2024
Q1 | $5.32M | Buy |
200,000
+25,000
| +14% | +$665K | 0.86% | 32 |
|
|
2023
Q4 | $4.73M | Hold |
175,000
| – | – | 0.9% | 30 |
|
|
2023
Q3 | $3.78M | Hold |
175,000
| – | – | 0.8% | 29 |
|
|
2023
Q2 | $4.29M | Hold |
175,000
| – | – | 0.83% | 32 |
|
|
2023
Q1 | $4.74M | Hold |
175,000
| – | – | 1.05% | 26 |
|
|
2022
Q4 | $4.34M | Buy |
175,000
+25,000
| +17% | +$620K | 1.07% | 26 |
|
|
2022
Q3 | $3.19M | Hold |
150,000
| – | – | 0.79% | 36 |
|
|
2022
Q2 | $3.26M | Hold |
150,000
| – | – | 0.76% | 40 |
|
|
2022
Q1 | $2.99M | Hold |
150,000
| – | – | 0.54% | 58 |
|
|
2021
Q4 | $3.95M | Buy |
150,000
+100,000
| +200% | +$2.63M | 0.64% | 47 |
|
|
2021
Q3 | $1.43M | Buy |
+50,000
| New | +$1.43M | 0.23% | 86 |
|