Merriman Wealth Management’s Health Catalyst HCAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	185
2023 Q3	$101K	Hold	10,000	–	–	0.01%	183
2023 Q2	$125K	Buy	+10,000	New	+$119K	0.01%	201
2023 Q1	–	Sell	-10,000	Closed	-$106K	–	206
2022 Q4	$106K	Buy	+10,000	New	+$96.5K	0.01%	203
2022 Q3	–	Sell	-12,000	Closed	-$174K	–	182
2022 Q2	$174K	Sell	12,000 -81,532	-87%	-$1.39M	0.01%	161
2022 Q1	$2.44M	Hold	93,532	–	–	0.2%	49
2021 Q4	$3.71M	Sell	93,532 -10,000	-10%	-$456K	0.27%	52
2021 Q3	$5.18M	Sell	103,532 -82,000	-44%	-$4.47M	0.43%	38
2021 Q2	$10.3M	Buy	185,532 +10,878	+6%	+$580K	0.88%	21
2021 Q1	$8.17M	Buy	+174,654	New	+$8.46M	0.93%	19