Summit Global Investments’s HealthStream HSTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $566K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $283K | Sell |
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|
2024
Q1 | $271K | Sell |
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|
2023
Q4 | $335K | Sell |
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|
2023
Q3 | $286K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $775K | Sell |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $878K | Sell |
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|
2020
Q4 | $1.15M | Buy |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $1.5M | Buy |
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|
2020
Q1 | $1.01M | Buy |
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|
2019
Q4 | $950K | Buy |
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|
2019
Q3 | $864K | Buy |
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|
2019
Q2 | $776K | Buy |
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|
2019
Q1 | $808K | Buy |
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|
2018
Q4 | $657K | Buy |
|