HighMark Wealth Management’s Health Catalyst HCAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.13M | Buy |
903,082
+161,600
| +22% | +$304K | 0.46% | 31 |
|
|
2025
Q4 | $1.77M | Buy |
741,482
+431,200
| +139% | +$1.18M | 0.72% | 21 |
|
|
2025
Q3 | $884K | Buy |
310,282
+145,532
| +88% | +$498K | 0.39% | 34 |
|
|
2025
Q2 | $621K | Buy |
164,750
+163,500
| +13,080% | +$643K | 0.3% | 42 |
|
|
2025
Q1 | $5.66K | Hold |
1,250
| – | – | ﹤0.01% | 357 |
|
|
2024
Q4 | $8.84K | Hold |
1,250
| – | – | 0.01% | 302 |
|
|
2024
Q3 | $10.2K | Hold |
1,250
| – | – | 0.01% | 297 |
|
|
2024
Q2 | $7.99K | Hold |
1,250
| – | – | ﹤0.01% | 322 |
|
|
2024
Q1 | $9.41K | Hold |
1,250
| – | – | 0.01% | 287 |
|
|
2023
Q4 | $11.6K | Hold |
1,250
| – | – | 0.01% | 247 |
|
|
2023
Q3 | $12.7K | Hold |
1,250
| – | – | 0.01% | 234 |
|
|
2023
Q2 | $15.6K | Hold |
1,250
| – | – | 0.01% | 206 |
|
|
2023
Q1 | $14.6K | Hold |
1,250
| – | – | 0.01% | 243 |
|
|
2022
Q4 | $13.3K | Hold |
1,250
| – | – | 0.01% | 215 |
|
|
2022
Q3 | $12K | Buy |
1,250
+1,000
| +400% | +$13.2K | 0.01% | 218 |
|
|
2022
Q2 | $4K | Hold |
250
| – | – | ﹤0.01% | 373 |
|
|
2022
Q1 | $7K | Hold |
250
| – | – | ﹤0.01% | 320 |
|
|
2021
Q4 | $10K | Sell |
250
-395
| -61% | -$18K | 0.01% | 255 |
|
|
2021
Q3 | $32K | Buy |
645
+54
| +9% | +$2.94K | 0.02% | 144 |
|
|
2021
Q2 | $33K | Sell |
591
-142
| -19% | -$7.57K | 0.02% | 147 |
|
|
2021
Q1 | $34K | Sell |
733
-183
| -20% | -$8.86K | 0.03% | 129 |
|
|
2020
Q4 | $40K | Sell |
916
-1,012
| -52% | -$37.3K | 0.03% | 108 |
|
|
2020
Q3 | $71K | Buy |
1,928
+1,413
| +274% | +$48K | 0.06% | 85 |
|
|
2020
Q2 | $15K | Buy |
+515
| New | +$14.2K | 0.02% | 161 |
|
Other funds holding HCAT
FLAM
CF
WCA
PVM
VCM
NI
