HighMark Wealth Management’s Performant Healthcare Inc PHLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.84M Sell
2025
Q2
$3.25M Sell
2025
Q1
$2.42M Buy
2024
Q4
$2.38M Buy
2024
Q3
$2.94M Hold
2024
Q2
$2.28M Buy
2024
Q1
$2.13M Buy
2023
Q4
$1.26M Buy
2023
Q3
$4.97K Hold
2023
Q2
$5.94K Buy
2023
Q1
$3.74K Hold
2022
Q4
$3.97K Hold
2022
Q3
$2K Hold
2022
Q2
$3K Hold
2022
Q1
$3K Hold
2021
Q4
$3K Sell
2021
Q3
$9K Buy