Principal Financial Group’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 | $237K | Buy |
+62,791
| New | +$237K | ﹤0.01% | 2110 |
|
|
2024
Q3 | – | Sell |
-29,469
| Closed | -$188K | – | 2304 |
|
|
2024
Q2 | $188K | Buy |
29,469
+1,907
| +7% | +$12.2K | ﹤0.01% | 2149 |
|
|
2024
Q1 | $208K | Sell |
27,562
-5,162
| -16% | -$38.9K | ﹤0.01% | 2172 |
|
|
2023
Q4 | $303K | Buy |
32,724
+6,931
| +27% | +$64.2K | ﹤0.01% | 2061 |
|
|
2023
Q3 | $261K | Buy |
25,793
+7,152
| +38% | +$72.4K | ﹤0.01% | 2098 |
|
|
2023
Q2 | $233K | Buy |
18,641
+1,205
| +7% | +$15.1K | ﹤0.01% | 2141 |
|
|
2023
Q1 | $203K | Sell |
17,436
-4
| -0% | -$47 | ﹤0.01% | 2180 |
|
|
2022
Q4 | $185K | Buy |
17,440
+5,686
| +48% | +$60.4K | ﹤0.01% | 2210 |
|
|
2022
Q3 | $114K | Buy |
+11,754
| New | +$114K | ﹤0.01% | 2309 |
|
|
2022
Q2 | – | Sell |
-59,925
| Closed | -$1.57M | – | 2563 |
|
|
2022
Q1 | $1.57M | Sell |
59,925
-22,482
| -27% | -$588K | ﹤0.01% | 1903 |
|
|
2021
Q4 | $3.27M | Sell |
82,407
-32,223
| -28% | -$1.28M | ﹤0.01% | 1782 |
|
|
2021
Q3 | $5.73M | Buy |
114,630
+1,259
| +1% | +$63K | ﹤0.01% | 1634 |
|
|
2021
Q2 | $6.29M | Buy |
113,371
+106,196
| +1,480% | +$5.89M | ﹤0.01% | 1635 |
|
|
2021
Q1 | $336K | Sell |
7,175
-1,457
| -17% | -$68.2K | ﹤0.01% | 2245 |
|
|
2020
Q4 | $376K | Buy |
+8,632
| New | +$376K | ﹤0.01% | 2192 |
|