Merriman Wealth Management’s Health Catalyst HCAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $70.7K | Hold |
10,000
| – | – | ﹤0.01% | 207 |
|
|
2024
Q3 | $81.4K | Hold |
10,000
| – | – | ﹤0.01% | 213 |
|
|
2024
Q2 | $63.9K | Hold |
10,000
| – | – | ﹤0.01% | 203 |
|
|
2024
Q1 | $75.3K | Hold |
10,000
| – | – | ﹤0.01% | 200 |
|
|
2023
Q4 | $92.6K | Hold |
10,000
| – | – | ﹤0.01% | 184 |
|
|
2023
Q3 | $101K | Hold |
10,000
| – | – | 0.01% | 183 |
|
|
2023
Q2 | $125K | Buy |
+10,000
| New | +$125K | 0.01% | 200 |
|
|
2023
Q1 | – | Sell |
-10,000
| Closed | -$106K | – | 205 |
|
|
2022
Q4 | $106K | Buy |
+10,000
| New | +$106K | 0.01% | 203 |
|
|
2022
Q3 | – | Sell |
-12,000
| Closed | -$174K | – | 182 |
|
|
2022
Q2 | $174K | Sell |
12,000
-81,532
| -87% | -$1.18M | 0.01% | 161 |
|
|
2022
Q1 | $2.44M | Hold |
93,532
| – | – | 0.2% | 49 |
|
|
2021
Q4 | $3.71M | Sell |
93,532
-10,000
| -10% | -$396K | 0.27% | 52 |
|
|
2021
Q3 | $5.18M | Sell |
103,532
-82,000
| -44% | -$4.1M | 0.43% | 38 |
|
|
2021
Q2 | $10.3M | Buy |
185,532
+10,878
| +6% | +$604K | 0.88% | 21 |
|
|
2021
Q1 | $8.17M | Buy |
+174,654
| New | +$8.17M | 0.93% | 19 |
|