Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Hold |
38,529
| – | – | ﹤0.01% | 1025 |
|
|
2025
Q1 | $175K | Hold |
38,529
| – | – | ﹤0.01% | 979 |
|
|
2024
Q4 | $212K | Sell |
38,529
-2,000
| -5% | -$11K | 0.01% | 955 |
|
|
2024
Q3 | $330K | Hold |
40,529
| – | – | 0.01% | 746 |
|
|
2024
Q2 | $259K | Sell |
40,529
-11
| -0% | -$70 | 0.01% | 745 |
|
|
2024
Q1 | $305K | Sell |
40,540
-157
| -0.4% | -$1.18K | 0.01% | 676 |
|
|
2023
Q4 | $377K | Buy |
40,697
+10,355
| +34% | +$95.9K | 0.01% | 585 |
|
|
2023
Q3 | $307K | Hold |
30,342
| – | – | 0.01% | 581 |
|
|
2023
Q2 | $379K | Sell |
30,342
-1,000
| -3% | -$12.5K | 0.01% | 531 |
|
|
2023
Q1 | $366K | Buy |
31,342
+3,000
| +11% | +$35K | 0.02% | 474 |
|
|
2022
Q4 | $301K | Hold |
28,342
| – | – | 0.02% | 526 |
|
|
2022
Q3 | $275K | Buy |
28,342
+10,323
| +57% | +$100K | 0.02% | 444 |
|
|
2022
Q2 | $261K | Hold |
18,019
| – | – | 0.02% | 461 |
|
|
2022
Q1 | $471K | Buy |
+18,019
| New | +$471K | 0.03% | 371 |
|