Hillsdale 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 | – | Sell |
-161,651
| Closed | -$5.2M | – | 665 |
|
|
2025
Q1 | $5.2M | Buy |
161,651
+5,400
| +3% | +$174K | 0.26% | 64 |
|
|
2024
Q4 | $4.97M | Sell |
156,251
-25,930
| -14% | -$825K | 0.25% | 81 |
|
|
2024
Q3 | $5.25M | Buy |
182,181
+1,300
| +0.7% | +$37.5K | 0.4% | 64 |
|
|
2024
Q2 | $5.05M | Sell |
180,881
-8,000
| -4% | -$223K | 0.4% | 61 |
|
|
2024
Q1 | $5.04M | Buy |
188,881
+15,150
| +9% | +$404K | 0.4% | 72 |
|
|
2023
Q4 | $4.7M | Sell |
173,731
-600
| -0.3% | -$16.2K | 0.38% | 70 |
|
|
2023
Q3 | $3.76M | Buy |
174,331
+13,691
| +9% | +$295K | 0.34% | 106 |
|
|
2023
Q2 | $3.95M | Sell |
160,640
-67,560
| -30% | -$1.66M | 0.36% | 113 |
|
|
2023
Q1 | $6.18M | Hold |
228,200
| – | – | 0.53% | 44 |
|
|
2022
Q4 | $5.67M | Buy |
228,200
+194,400
| +575% | +$4.83M | 0.48% | 52 |
|
|
2022
Q3 | $719K | Buy |
+33,800
| New | +$719K | 0.07% | 234 |
|
|
2020
Q4 | – | Sell |
-81,399
| Closed | -$1.63M | – | 623 |
|
|
2020
Q3 | $1.63M | Sell |
81,399
-13,701
| -14% | -$275K | 0.16% | 158 |
|
|
2020
Q2 | $2.11M | Hold |
95,100
| – | – | 0.19% | 159 |
|
|
2020
Q1 | $2.28M | Buy |
+95,100
| New | +$2.28M | 0.27% | 114 |
|