Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $110K | Hold |
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|
2025
Q2 | $145K | Hold |
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|
2025
Q1 | $175K | Hold |
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|
2024
Q4 | $212K | Sell |
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|
2024
Q3 | $330K | Hold |
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|
2024
Q2 | $259K | Sell |
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|
2024
Q1 | $305K | Sell |
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|
2023
Q4 | $377K | Buy |
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|
2023
Q3 | $307K | Hold |
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|
2023
Q2 | $379K | Sell |
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|
2023
Q1 | $366K | Buy |
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|
2022
Q4 | $301K | Hold |
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|
2022
Q3 | $275K | Buy |
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|
2022
Q2 | $261K | Hold |
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|
2022
Q1 | $471K | Buy |
|