Lee, Danner & Bass’s HealthStream HSTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,755
| Closed | -$183K | – | 441 |
|
|
2024
Q4 | $183K | Buy |
+5,755
| New | +$183K | 0.01% | 227 |
|
|
2023
Q4 | – | Sell |
-13,600
| Closed | -$293K | – | 206 |
|
|
2023
Q3 | $293K | Hold |
13,600
| – | – | 0.03% | 185 |
|
|
2023
Q2 | $334K | Hold |
13,600
| – | – | 0.03% | 177 |
|
|
2023
Q1 | $369K | Hold |
13,600
| – | – | 0.03% | 167 |
|
|
2022
Q4 | $338K | Hold |
13,600
| – | – | 0.03% | 169 |
|
|
2022
Q3 | $289K | Hold |
13,600
| – | – | 0.03% | 173 |
|
|
2022
Q2 | $295K | Hold |
13,600
| – | – | 0.03% | 175 |
|
|
2022
Q1 | $271K | Hold |
13,600
| – | – | 0.02% | 181 |
|
|
2021
Q4 | $358K | Hold |
13,600
| – | – | 0.03% | 167 |
|
|
2021
Q3 | $389K | Hold |
13,600
| – | – | 0.04% | 160 |
|
|
2021
Q2 | $380K | Hold |
13,600
| – | – | 0.03% | 164 |
|
|
2021
Q1 | $304K | Hold |
13,600
| – | – | 0.03% | 164 |
|
|
2020
Q4 | $297K | Hold |
13,600
| – | – | 0.03% | 164 |
|
|
2020
Q3 | $273K | Hold |
13,600
| – | – | 0.03% | 161 |
|
|
2020
Q2 | $301K | Hold |
13,600
| – | – | 0.04% | 156 |
|
|
2020
Q1 | $326K | Hold |
13,600
| – | – | 0.05% | 143 |
|
|
2019
Q4 | $370K | Hold |
13,600
| – | – | 0.04% | 150 |
|
|
2019
Q3 | $352K | Hold |
13,600
| – | – | 0.04% | 153 |
|
|
2019
Q2 | $352K | Hold |
13,600
| – | – | 0.04% | 152 |
|
|
2019
Q1 | $382K | Hold |
13,600
| – | – | 0.04% | 149 |
|
|
2018
Q4 | $328K | Hold |
13,600
| – | – | 0.04% | 148 |
|
|
2018
Q3 | $422K | Hold |
13,600
| – | – | 0.04% | 143 |
|
|
2018
Q2 | $371K | Hold |
13,600
| – | – | 0.04% | 144 |
|
|
2018
Q1 | $338K | Hold |
13,600
| – | – | 0.04% | 151 |
|
|
2017
Q4 | $315K | Hold |
13,600
| – | – | 0.03% | 154 |
|
|
2017
Q3 | $318K | Hold |
13,600
| – | – | 0.03% | 149 |
|
|
2017
Q2 | $358K | Hold |
13,600
| – | – | 0.04% | 145 |
|
|
2017
Q1 | $330K | Hold |
13,600
| – | – | 0.04% | 142 |
|
|
2016
Q4 | $341K | Hold |
13,600
| – | – | 0.04% | 139 |
|
|
2016
Q3 | $375K | Hold |
13,600
| – | – | 0.05% | 135 |
|
|
2016
Q2 | $361K | Hold |
13,600
| – | – | 0.04% | 135 |
|
|
2016
Q1 | $313K | Hold |
13,600
| – | – | 0.04% | 137 |
|
|
2015
Q4 | $299K | Hold |
13,600
| – | – | 0.04% | 139 |
|
|
2015
Q3 | $297K | Hold |
13,600
| – | – | 0.04% | 141 |
|
|
2015
Q2 | $414K | Hold |
13,600
| – | – | 0.05% | 133 |
|
|
2015
Q1 | $343K | Hold |
13,600
| – | – | 0.04% | 136 |
|
|
2014
Q4 | $401K | Hold |
13,600
| – | – | 0.05% | 130 |
|
|
2014
Q3 | $327K | Hold |
13,600
| – | – | 0.04% | 135 |
|
|
2014
Q2 | $330K | Hold |
13,600
| – | – | 0.04% | 133 |
|
|
2014
Q1 | $363K | Hold |
13,600
| – | – | 0.05% | 127 |
|
|
2013
Q4 | $444K | Hold |
13,600
| – | – | 0.06% | 115 |
|
|
2013
Q3 | $515K | Hold |
13,600
| – | – | 0.07% | 107 |
|
|
2013
Q2 | $344K | Buy |
+13,600
| New | +$344K | 0.05% | 120 |
|