Johnson Financial Group Inc (Wisconsin)’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 |
-6,230
| Closed | -$200K | – | 797 |
|
|
2025
Q1 | $200K | Buy |
+6,230
| New | +$200K | 0.01% | 352 |
|
|
2024
Q4 | – | Sell |
-9,114
| Closed | -$263K | – | 905 |
|
|
2024
Q3 | $263K | Sell |
9,114
-1,722
| -16% | -$49.7K | 0.01% | 314 |
|
|
2024
Q2 | $302K | Sell |
10,836
-3,796
| -26% | -$106K | 0.01% | 270 |
|
|
2024
Q1 | $390K | Buy |
+14,632
| New | +$390K | 0.02% | 226 |
|
|
2022
Q2 | – | Sell |
-1,700
| Closed | -$34K | – | 710 |
|
|
2022
Q1 | $34K | Hold |
1,700
| – | – | ﹤0.01% | 483 |
|
|
2021
Q4 | $45K | Hold |
1,700
| – | – | ﹤0.01% | 460 |
|
|
2021
Q3 | $49K | Hold |
1,700
| – | – | ﹤0.01% | 408 |
|
|
2021
Q2 | $47K | Hold |
1,700
| – | – | ﹤0.01% | 420 |
|
|
2021
Q1 | $38K | Hold |
1,700
| – | – | ﹤0.01% | 436 |
|
|
2020
Q4 | $37K | Hold |
1,700
| – | – | ﹤0.01% | 352 |
|
|
2020
Q3 | $34K | Buy |
+1,700
| New | +$34K | ﹤0.01% | 305 |
|
|
2019
Q4 | – | Sell |
-1,700
| Closed | -$44K | – | 548 |
|
|
2019
Q3 | $44K | Buy |
+1,700
| New | +$44K | ﹤0.01% | 344 |
|