Truist Financial’s HealthStream HSTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,915
| Closed | -$444K | – | 2587 |
|
|
2024
Q2 | $444K | Hold |
15,915
| – | – | ﹤0.01% | 2037 |
|
|
2024
Q1 | $424K | Hold |
15,915
| – | – | ﹤0.01% | 2061 |
|
|
2023
Q4 | $430K | Sell |
15,915
-494
| -3% | -$13.4K | ﹤0.01% | 2070 |
|
|
2023
Q3 | $354K | Sell |
16,409
-3,193
| -16% | -$68.9K | ﹤0.01% | 2117 |
|
|
2023
Q2 | $481K | Sell |
19,602
-5,613
| -22% | -$138K | ﹤0.01% | 1963 |
|
|
2023
Q1 | $683K | Sell |
25,215
-5,011
| -17% | -$136K | ﹤0.01% | 1772 |
|
|
2022
Q4 | $751K | Buy |
30,226
+14,109
| +88% | +$350K | ﹤0.01% | 1698 |
|
|
2022
Q3 | $343K | Sell |
16,117
-9,890
| -38% | -$210K | ﹤0.01% | 2009 |
|
|
2022
Q2 | $565K | Buy |
26,007
+3,657
| +16% | +$79.4K | ﹤0.01% | 1830 |
|
|
2022
Q1 | $444K | Sell |
22,350
-547
| -2% | -$10.9K | ﹤0.01% | 2060 |
|
|
2021
Q4 | $603K | Buy |
22,897
+10
| +0% | +$263 | ﹤0.01% | 1895 |
|
|
2021
Q3 | $655K | Sell |
22,887
-2,351
| -9% | -$67.3K | ﹤0.01% | 1836 |
|
|
2021
Q2 | $704K | Buy |
25,238
+15,746
| +166% | +$439K | ﹤0.01% | 1834 |
|
|
2021
Q1 | $212K | Buy |
9,492
+113
| +1% | +$2.52K | ﹤0.01% | 2446 |
|
|
2020
Q4 | $205K | Sell |
9,379
-818
| -8% | -$17.9K | ﹤0.01% | 2346 |
|
|
2020
Q3 | $205K | Buy |
10,197
+199
| +2% | +$4K | ﹤0.01% | 2222 |
|
|
2020
Q2 | $222K | Buy |
9,998
+206
| +2% | +$4.57K | ﹤0.01% | 2107 |
|
|
2020
Q1 | $235K | Sell |
9,792
-738
| -7% | -$17.7K | ﹤0.01% | 1992 |
|
|
2019
Q4 | $286K | Buy |
+10,530
| New | +$286K | ﹤0.01% | 2152 |
|
|
2018
Q4 | – | Sell |
-6,615
| Closed | -$205K | – | 770 |
|
|
2018
Q3 | $205K | Buy |
+6,615
| New | +$205K | ﹤0.01% | 749 |
|
|
2018
Q1 | – | Sell |
-8,910
| Closed | -$206K | – | 771 |
|
|
2017
Q4 | $206K | Sell |
8,910
-625
| -7% | -$14.5K | ﹤0.01% | 754 |
|
|
2017
Q3 | $223K | Sell |
9,535
-1,350
| -12% | -$31.6K | ﹤0.01% | 736 |
|
|
2017
Q2 | $286K | Sell |
10,885
-1,420
| -12% | -$37.3K | 0.01% | 678 |
|
|
2017
Q1 | $298K | Sell |
12,305
-620
| -5% | -$15K | 0.01% | 691 |
|
|
2016
Q4 | $324K | Buy |
12,925
+190
| +1% | +$4.76K | 0.01% | 679 |
|
|
2016
Q3 | $351K | Buy |
12,735
+2,365
| +23% | +$65.2K | 0.01% | 655 |
|
|
2016
Q2 | $275K | Buy |
+10,370
| New | +$275K | 0.01% | 710 |
|