Petrus Trust Company’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 | $277K | Sell |
73,563
-21,823
| -23% | -$82.3K | 0.03% | 350 |
|
|
2025
Q1 | $432K | Buy |
+95,386
| New | +$432K | 0.04% | 263 |
|
|
2024
Q3 | – | Sell |
-109,228
| Closed | -$698K | – | 630 |
|
|
2024
Q2 | $698K | Sell |
109,228
-39,007
| -26% | -$249K | 0.07% | 102 |
|
|
2024
Q1 | $1.12M | Buy |
148,235
+63,247
| +74% | +$476K | 0.1% | 32 |
|
|
2023
Q4 | $787K | Buy |
84,988
+55,564
| +189% | +$515K | 0.07% | 82 |
|
|
2023
Q3 | $298K | Buy |
29,424
+1,008
| +4% | +$10.2K | 0.03% | 390 |
|
|
2023
Q2 | $355K | Hold |
28,416
| – | – | 0.04% | 290 |
|
|
2023
Q1 | $332K | Buy |
+28,416
| New | +$332K | 0.04% | 248 |
|