Principal Financial Group’s HealthStream HSTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.16M | Buy |
152,382
+10,137
| +7% | +$216K | ﹤0.01% | 1753 |
|
|
2025
Q4 | $3.28M | Buy |
142,245
+8,536
| +6% | +$215K | ﹤0.01% | 1741 |
|
|
2025
Q3 | $3.78M | Buy |
133,709
+4,875
| +4% | +$134K | ﹤0.01% | 1684 |
|
|
2025
Q2 | $3.56M | Sell |
128,834
-996
| -0.8% | -$29.4K | ﹤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% | +$136K | ﹤0.01% | 1656 |
|
|
2024
Q3 | $3.53M | Sell |
122,266
-1,422
| -1% | -$40.7K | ﹤0.01% | 1664 |
|
|
2024
Q2 | $3.45M | Sell |
123,688
-4,993
| -4% | -$133K | ﹤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% | -$118K | ﹤0.01% | 1666 |
|
|
2023
Q3 | $2.88M | Sell |
133,360
-6,657
| -5% | -$147K | ﹤0.01% | 1694 |
|
|
2023
Q2 | $3.44M | Sell |
140,017
-6,102
| -4% | -$151K | ﹤0.01% | 1646 |
|
|
2023
Q1 | $3.96M | Sell |
146,119
-1,476
| -1% | -$36.8K | ﹤0.01% | 1612 |
|
|
2022
Q4 | $3.67M | Sell |
147,595
-4,639
| -3% | -$111K | ﹤0.01% | 1631 |
|
|
2022
Q3 | $3.24M | Sell |
152,234
-6,897
| -4% | -$157K | ﹤0.01% | 1627 |
|
|
2022
Q2 | $3.45M | Sell |
159,131
-21,349
| -12% | -$426K | ﹤0.01% | 1674 |
|
|
2022
Q1 | $3.6M | Sell |
180,480
-8,274
| -4% | -$187K | ﹤0.01% | 1758 |
|
|
2021
Q4 | $4.98M | Sell |
188,754
-15,184
| -7% | -$402K | ﹤0.01% | 1668 |
|
|
2021
Q3 | $5.83M | Sell |
203,938
-2,873
| -1% | -$83.9K | ﹤0.01% | 1627 |
|
|
2021
Q2 | $5.78M | Buy |
206,811
+2,330
| +1% | +$58.6K | ﹤0.01% | 1670 |
|
|
2021
Q1 | $4.57M | Buy |
204,481
+1,218
| +0.6% | +$29K | ﹤0.01% | 1689 |
|
|
2020
Q4 | $4.44M | Buy |
203,263
+2,395
| +1% | +$48.1K | ﹤0.01% | 1606 |
|
|
2020
Q3 | $4.03M | Buy |
200,868
+2,609
| +1% | +$55.4K | ﹤0.01% | 1537 |
|
|
2020
Q2 | $4.39M | Sell |
198,259
-15,133
| -7% | -$351K | ﹤0.01% | 1478 |
|
|
2020
Q1 | $5.11M | Sell |
213,392
-7,948
| -4% | -$200K | 0.01% | 1266 |
|
|
2019
Q4 | $6.02M | Buy |
221,340
+10,614
| +5% | +$292K | 0.01% | 1480 |
|
|
2019
Q3 | $5.46M | Sell |
210,726
-2,711
| -1% | -$72.8K | ﹤0.01% | 1487 |
|
|
2019
Q2 | $5.52M | Sell |
213,437
-78
| -0% | -$2.05K | 0.01% | 1498 |
|
|
2019
Q1 | $5.99M | Sell |
213,515
-2,126
| -1% | -$55.9K | 0.01% | 1479 |
|
|
2018
Q4 | $5.21M | Buy |
215,641
+2,836
| +1% | +$73.5K | 0.01% | 1492 |
|
|
2018
Q3 | $6.6M | Buy |
212,805
+4,949
| +2% | +$148K | 0.01% | 1515 |
|
|
2018
Q2 | $5.68M | Buy |
207,856
+11,390
| +6% | +$302K | 0.01% | 1556 |
|
|
2018
Q1 | $4.88M | Buy |
196,466
+5,524
| +3% | +$133K | ﹤0.01% | 1567 |
|
|
2017
Q4 | $4.42M | Sell |
190,942
-1,434
| -0.7% | -$33.8K | ﹤0.01% | 1604 |
|
|
2017
Q3 | $4.5M | Sell |
192,376
-1,622
| -0.8% | -$38.6K | ﹤0.01% | 1586 |
|
|
2017
Q2 | $5.11M | Buy |
193,998
+775
| +0.4% | +$21.3K | 0.01% | 1543 |
|
|
2017
Q1 | $4.68M | Buy |
193,223
+7,009
| +4% | +$163K | 0.01% | 1554 |
|
|
2016
Q4 | $4.67M | Buy |
186,214
+2,517
| +1% | +$64.8K | 0.01% | 1539 |
|
|
2016
Q3 | $5.07M | Buy |
183,697
+11,778
| +7% | +$304K | 0.01% | 1463 |
|
|
2016
Q2 | $4.56M | Buy |
171,919
+5,005
| +3% | +$118K | 0.01% | 1464 |
|
|
2016
Q1 | $3.69M | Buy |
166,914
+6,528
| +4% | +$134K | 0.01% | 1489 |
|
|
2015
Q4 | $3.53M | Buy |
160,386
+7,088
| +5% | +$166K | 0.01% | 1501 |
|
|
2015
Q3 | $3.34M | Buy |
153,298
+7,157
| +5% | +$190K | 0.01% | 1508 |
|
|
2015
Q2 | $4.45M | Buy |
146,141
+14,064
| +11% | +$403K | 0.01% | 1454 |
|
|
2015
Q1 | $3.33M | Buy |
132,077
+3,188
| +2% | +$86.8K | 0.01% | 1529 |
|
|
2014
Q4 | $3.8M | Buy |
128,889
+1,162
| +0.9% | +$33K | 0.01% | 1506 |
|
|
2014
Q3 | $3.07M | Buy |
127,727
+1,867
| +1% | +$47K | 0.01% | 1550 |
|
|
2014
Q2 | $3.06M | Sell |
125,860
-8,905
| -7% | -$222K | 0.01% | 1600 |
|
|
2014
Q1 | $3.6M | Buy |
134,765
+5,271
| +4% | +$157K | 0.01% | 1518 |
|
|
2013
Q4 | $4.24M | Buy |
129,494
+13,017
| +11% | +$445K | 0.01% | 1440 |
|
|
2013
Q3 | $4.41M | Buy |
116,477
+315
| +0.3% | +$10.3K | 0.01% | 1344 |
|
|
2013
Q2 | $2.94M | Buy |
+116,162
| New | +$2.8M | 0.01% | 1474 |
|
Other funds holding HSTM
CCM
VCM
VPM
