Petrus Trust Company’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
Sell
-73,563
Closed -$277K 322
2025
Q2
$277K Sell
73,563
-21,823
-23% -$85.8K 0.03% 350
2025
Q1
$432K Buy
+95,386
New +$505K 0.04% 263
2024
Q3
Sell
-109,228
Closed -$698K 630
2024
Q2
$698K Sell
109,228
-39,007
-26% -$250K 0.07% 102
2024
Q1
$1.12M Buy
148,235
+63,247
+74% +$577K 0.1% 32
2023
Q4
$787K Buy
84,988
+55,564
+189% +$454K 0.07% 82
2023
Q3
$298K Buy
29,424
+1,008
+4% +$12K 0.03% 390
2023
Q2
$355K Hold
28,416
0.04% 290
2023
Q1
$332K Buy
+28,416
New +$362K 0.04% 248

Other funds holding HCAT