Principal Financial Group’s HealthStream HSTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.56M Sell
128,834
-996
-0.8% -$27.6K ﹤0.01% 1677
2025
Q1
$4.18M Buy
129,830
+3,157
+2% +$102K ﹤0.01% 1610
2024
Q4
$4.03M Buy
126,673
+4,407
+4% +$140K ﹤0.01% 1656
2024
Q3
$3.53M Sell
122,266
-1,422
-1% -$41K ﹤0.01% 1664
2024
Q2
$3.45M Sell
123,688
-4,993
-4% -$139K ﹤0.01% 1662
2024
Q1
$3.43M Buy
128,681
+58
+0% +$1.55K ﹤0.01% 1686
2023
Q4
$3.48M Sell
128,623
-4,737
-4% -$128K ﹤0.01% 1666
2023
Q3
$2.88M Sell
133,360
-6,657
-5% -$144K ﹤0.01% 1694
2023
Q2
$3.44M Sell
140,017
-6,102
-4% -$150K ﹤0.01% 1646
2023
Q1
$3.96M Sell
146,119
-1,476
-1% -$40K ﹤0.01% 1612
2022
Q4
$3.67M Sell
147,595
-4,639
-3% -$115K ﹤0.01% 1631
2022
Q3
$3.24M Sell
152,234
-6,897
-4% -$147K ﹤0.01% 1627
2022
Q2
$3.45M Sell
159,131
-21,349
-12% -$463K ﹤0.01% 1674
2022
Q1
$3.6M Sell
180,480
-8,274
-4% -$165K ﹤0.01% 1758
2021
Q4
$4.98M Sell
188,754
-15,184
-7% -$400K ﹤0.01% 1668
2021
Q3
$5.83M Sell
203,938
-2,873
-1% -$82.1K ﹤0.01% 1627
2021
Q2
$5.78M Buy
206,811
+2,330
+1% +$65.1K ﹤0.01% 1670
2021
Q1
$4.57M Buy
204,481
+1,218
+0.6% +$27.2K ﹤0.01% 1689
2020
Q4
$4.44M Buy
203,263
+2,395
+1% +$52.3K ﹤0.01% 1606
2020
Q3
$4.03M Buy
200,868
+2,609
+1% +$52.4K ﹤0.01% 1537
2020
Q2
$4.39M Sell
198,259
-15,133
-7% -$335K ﹤0.01% 1478
2020
Q1
$5.11M Sell
213,392
-7,948
-4% -$190K 0.01% 1266
2019
Q4
$6.02M Buy
221,340
+10,614
+5% +$289K 0.01% 1480
2019
Q3
$5.46M Sell
210,726
-2,711
-1% -$70.2K ﹤0.01% 1487
2019
Q2
$5.52M Sell
213,437
-78
-0% -$2.02K 0.01% 1498
2019
Q1
$5.99M Sell
213,515
-2,126
-1% -$59.7K 0.01% 1479
2018
Q4
$5.21M Buy
215,641
+2,836
+1% +$68.5K 0.01% 1492
2018
Q3
$6.6M Buy
212,805
+4,949
+2% +$153K 0.01% 1515
2018
Q2
$5.68M Buy
207,856
+11,390
+6% +$311K 0.01% 1556
2018
Q1
$4.88M Buy
196,466
+5,524
+3% +$137K ﹤0.01% 1567
2017
Q4
$4.42M Sell
190,942
-1,434
-0.7% -$33.2K ﹤0.01% 1604
2017
Q3
$4.5M Sell
192,376
-1,622
-0.8% -$37.9K ﹤0.01% 1586
2017
Q2
$5.11M Buy
193,998
+775
+0.4% +$20.4K 0.01% 1543
2017
Q1
$4.68M Buy
193,223
+7,009
+4% +$170K 0.01% 1554
2016
Q4
$4.67M Buy
186,214
+2,517
+1% +$63.1K 0.01% 1539
2016
Q3
$5.07M Buy
183,697
+11,778
+7% +$325K 0.01% 1463
2016
Q2
$4.56M Buy
171,919
+5,005
+3% +$133K 0.01% 1464
2016
Q1
$3.69M Buy
166,914
+6,528
+4% +$144K 0.01% 1489
2015
Q4
$3.53M Buy
160,386
+7,088
+5% +$156K 0.01% 1501
2015
Q3
$3.34M Buy
153,298
+7,157
+5% +$156K 0.01% 1508
2015
Q2
$4.45M Buy
146,141
+14,064
+11% +$428K 0.01% 1454
2015
Q1
$3.33M Buy
132,077
+3,188
+2% +$80.3K 0.01% 1529
2014
Q4
$3.8M Buy
128,889
+1,162
+0.9% +$34.3K 0.01% 1506
2014
Q3
$3.07M Buy
127,727
+1,867
+1% +$44.8K 0.01% 1550
2014
Q2
$3.06M Sell
125,860
-8,905
-7% -$216K 0.01% 1600
2014
Q1
$3.6M Buy
134,765
+5,271
+4% +$141K 0.01% 1518
2013
Q4
$4.24M Buy
129,494
+13,017
+11% +$427K 0.01% 1440
2013
Q3
$4.41M Buy
116,477
+315
+0.3% +$11.9K 0.01% 1344
2013
Q2
$2.94M Buy
+116,162
New +$2.94M 0.01% 1474