Summit Global Investments’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 | $102K | Buy |
27,116
+377
| +1% | +$1.42K | 0.01% | 455 |
|
|
2025
Q1 | $121K | Buy |
+26,739
| New | +$121K | 0.01% | 421 |
|
|
2024
Q4 | – | Sell |
-66,544
| Closed | -$542K | – | 577 |
|
|
2024
Q3 | $542K | Buy |
66,544
+4,991
| +8% | +$40.7K | 0.03% | 349 |
|
|
2024
Q2 | $393K | Sell |
61,553
-519
| -0.8% | -$3.31K | 0.03% | 386 |
|
|
2024
Q1 | $467K | Sell |
62,072
-13,000
| -17% | -$97.8K | 0.03% | 337 |
|
|
2023
Q4 | $695K | Buy |
75,072
+57,581
| +329% | +$533K | 0.05% | 286 |
|
|
2023
Q3 | $177K | Buy |
+17,491
| New | +$177K | 0.01% | 491 |
|
|
2023
Q2 | – | Sell |
-17,800
| Closed | -$208K | – | 575 |
|
|
2023
Q1 | $208K | Buy |
+17,800
| New | +$208K | 0.02% | 482 |
|
|
2022
Q1 | – | Sell |
-14,500
| Closed | -$574K | – | 508 |
|
|
2021
Q4 | $574K | Buy |
14,500
+8,700
| +150% | +$344K | 0.04% | 322 |
|
|
2021
Q3 | $290K | Buy |
+5,800
| New | +$290K | 0.02% | 394 |
|