Morgan Stanley’s HealthStream HSTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.64M | Buy |
368,986
+115,174
| +45% | +$2.45M | ﹤0.01% | 3801 |
|
|
2025
Q4 | $5.86M | Buy |
253,812
+9,203
| +4% | +$231K | ﹤0.01% | 4063 |
|
|
2025
Q3 | $6.91M | Sell |
244,609
-38,746
| -14% | -$1.07M | ﹤0.01% | 3881 |
|
|
2025
Q2 | $7.84M | Sell |
283,355
-13,896
| -5% | -$411K | ﹤0.01% | 3676 |
|
|
2025
Q1 | $9.57M | Sell |
297,251
-109,049
| -27% | -$3.54M | ﹤0.01% | 3376 |
|
|
2024
Q4 | $12.9M | Sell |
406,300
-10,468
| -3% | -$323K | ﹤0.01% | 3172 |
|
|
2024
Q3 | $12M | Buy |
416,768
+61,600
| +17% | +$1.76M | ﹤0.01% | 3281 |
|
|
2024
Q2 | $9.91M | Buy |
355,168
+7,779
| +2% | +$207K | ﹤0.01% | 3333 |
|
|
2024
Q1 | $9.26M | Sell |
347,389
-364,367
| -51% | -$9.75M | ﹤0.01% | 3406 |
|
|
2023
Q4 | $19.2M | Buy |
711,756
+397,338
| +126% | +$9.87M | ﹤0.01% | 3379 |
|
|
2023
Q3 | $6.79M | Sell |
314,418
-101,141
| -24% | -$2.23M | ﹤0.01% | 3476 |
|
|
2023
Q2 | $10.2M | Buy |
415,559
+46,434
| +13% | +$1.15M | ﹤0.01% | 3138 |
|
|
2023
Q1 | $10M | Buy |
369,125
+35,143
| +11% | +$876K | ﹤0.01% | 3142 |
|
|
2022
Q4 | $8.3M | Buy |
333,982
+23,243
| +7% | +$558K | ﹤0.01% | 3256 |
|
|
2022
Q3 | $6.61M | Buy |
310,739
+48,521
| +19% | +$1.1M | ﹤0.01% | 3417 |
|
|
2022
Q2 | $5.69M | Buy |
262,218
+113,223
| +76% | +$2.26M | ﹤0.01% | 3643 |
|
|
2022
Q1 | $2.97M | Sell |
148,995
-32,496
| -18% | -$735K | ﹤0.01% | 4209 |
|
|
2021
Q4 | $4.78M | Sell |
181,491
-91,614
| -34% | -$2.42M | ﹤0.01% | 3768 |
|
|
2021
Q3 | $7.81M | Sell |
273,105
-27,732
| -9% | -$810K | ﹤0.01% | 3197 |
|
|
2021
Q2 | $8.4M | Sell |
300,837
-103,347
| -26% | -$2.6M | ﹤0.01% | 3194 |
|
|
2021
Q1 | $9.03M | Sell |
404,184
-267,694
| -40% | -$6.38M | ﹤0.01% | 2759 |
|
|
2020
Q4 | $14.7M | Buy |
671,878
+553,493
| +468% | +$11.1M | ﹤0.01% | 2109 |
|
|
2020
Q3 | $2.38M | Sell |
118,385
-14,312
| -11% | -$304K | ﹤0.01% | 3505 |
|
|
2020
Q2 | $2.94M | Sell |
132,697
-5,311
| -4% | -$123K | ﹤0.01% | 3212 |
|
|
2020
Q1 | $3.3M | Buy |
138,008
+10,394
| +8% | +$261K | ﹤0.01% | 2862 |
|
|
2019
Q4 | $3.47M | Sell |
127,614
-243,845
| -66% | -$6.71M | ﹤0.01% | 3579 |
|
|
2019
Q3 | $9.62M | Buy |
371,459
+173,963
| +88% | +$4.67M | ﹤0.01% | 2173 |
|
|
2019
Q2 | $5.11M | Sell |
197,496
-4,395
| -2% | -$115K | ﹤0.01% | 2898 |
|
|
2019
Q1 | $5.66M | Buy |
201,891
+26,578
| +15% | +$698K | ﹤0.01% | 2587 |
|
|
2018
Q4 | $4.23M | Buy |
175,313
+10,680
| +6% | +$277K | ﹤0.01% | 3084 |
|
|
2018
Q3 | $5.11M | Sell |
164,633
-158,013
| -49% | -$4.72M | ﹤0.01% | 3154 |
|
|
2018
Q2 | $8.81M | Buy |
322,646
+263,427
| +445% | +$6.99M | ﹤0.01% | 2513 |
|
|
2018
Q1 | $1.47M | Buy |
59,219
+2,670
| +5% | +$64.2K | ﹤0.01% | 4259 |
|
|
2017
Q4 | $1.31M | Buy |
56,549
+15,808
| +39% | +$372K | ﹤0.01% | 4358 |
|
|
2017
Q3 | $952K | Sell |
40,741
-9,231
| -18% | -$219K | ﹤0.01% | 4463 |
|
|
2017
Q2 | $1.31M | Buy |
49,972
+14,939
| +43% | +$411K | ﹤0.01% | 4167 |
|
|
2017
Q1 | $849K | Sell |
35,033
-42,023
| -55% | -$979K | ﹤0.01% | 4499 |
|
|
2016
Q4 | $1.93M | Buy |
77,056
+70,194
| +1,023% | +$1.81M | ﹤0.01% | 3958 |
|
|
2016
Q3 | $190K | Buy |
6,862
+3,806
| +125% | +$98.4K | ﹤0.01% | 5042 |
|
|
2016
Q2 | $82K | Sell |
3,056
-785
| -20% | -$18.4K | ﹤0.01% | 5327 |
|
|
2016
Q1 | $85K | Sell |
3,841
-6,820
| -64% | -$140K | ﹤0.01% | 5386 |
|
|
2015
Q4 | $234K | Sell |
10,661
-2,477
| -19% | -$57.9K | ﹤0.01% | 5001 |
|
|
2015
Q3 | $286K | Sell |
13,138
-9,663
| -42% | -$257K | ﹤0.01% | 4909 |
|
|
2015
Q2 | $693K | Buy |
22,801
+1,280
| +6% | +$36.6K | ﹤0.01% | 4476 |
|
|
2015
Q1 | $543K | Sell |
21,521
-29,285
| -58% | -$798K | ﹤0.01% | 4600 |
|
|
2014
Q4 | $1.5M | Sell |
50,806
-13,665
| -21% | -$388K | ﹤0.01% | 3797 |
|
|
2014
Q3 | $1.55M | Buy |
64,471
+51,685
| +404% | +$1.3M | ﹤0.01% | 3651 |
|
|
2014
Q2 | $311K | Sell |
12,786
-15,072
| -54% | -$375K | ﹤0.01% | 4917 |
|
|
2014
Q1 | $744K | Sell |
27,858
-563
| -2% | -$16.7K | ﹤0.01% | 4249 |
|
|
2013
Q4 | $927K | Buy |
28,421
+19,318
| +212% | +$660K | ﹤0.01% | 3989 |
|
|
2013
Q3 | $345K | Sell |
9,103
-28,012
| -75% | -$914K | ﹤0.01% | 4583 |
|
|
2013
Q2 | $940K | Buy |
+37,115
| New | +$896K | ﹤0.01% | 3768 |
|
Other funds holding HSTM
CCM
VCM
VPM
