Shell Asset Management’s HealthStream HSTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Sell |
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|
2025
Q1 | $216K | Sell |
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|
2024
Q4 | $223K | Sell |
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|
2024
Q3 | $203K | Buy |
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|
2024
Q1 | $207K | Sell |
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|
2023
Q4 | $220K | Sell |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $385K | Sell |
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|
2022
Q4 | $354K | Sell |
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|
2022
Q3 | $367K | Sell |
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|
2022
Q2 | $472K | Buy |
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|
2022
Q1 | $393K | Sell |
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|
2021
Q4 | $597K | Buy |
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|
2021
Q3 | $644K | Sell |
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|
2021
Q2 | $657K | Buy |
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|
2021
Q1 | $497K | Sell |
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|
2020
Q4 | $489K | Hold |
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|
2020
Q3 | $449K | Hold |
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|
2020
Q2 | $495K | Sell |
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|
2020
Q1 | $541K | Sell |
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|
2019
Q4 | $624K | Sell |
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|
2019
Q3 | $608K | Sell |
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|
2019
Q2 | $613K | Sell |
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|
2019
Q1 | $680K | Hold |
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|
2018
Q4 | $585K | Sell |
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|
2018
Q3 | $813K | Buy |
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