UBS Group’s HealthStream HSTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Sell |
110,596
-6,285
| -5% | -$174K | ﹤0.01% | 3472 |
|
|
2025
Q1 | $3.76M | Sell |
116,881
-28,459
| -20% | -$916K | ﹤0.01% | 3187 |
|
|
2024
Q4 | $4.62M | Buy |
145,340
+68,716
| +90% | +$2.19M | ﹤0.01% | 3061 |
|
|
2024
Q3 | $2.21M | Buy |
76,624
+22,184
| +41% | +$640K | ﹤0.01% | 2943 |
|
|
2024
Q2 | $1.52M | Buy |
54,440
+10,699
| +24% | +$299K | ﹤0.01% | 3070 |
|
|
2024
Q1 | $1.17M | Buy |
43,741
+7,443
| +21% | +$198K | ﹤0.01% | 3445 |
|
|
2023
Q4 | $981K | Buy |
36,298
+16,165
| +80% | +$437K | ﹤0.01% | 3451 |
|
|
2023
Q3 | $434K | Buy |
20,133
+2,453
| +14% | +$52.9K | ﹤0.01% | 3702 |
|
|
2023
Q2 | $434K | Sell |
17,680
-1,042
| -6% | -$25.6K | ﹤0.01% | 3937 |
|
|
2023
Q1 | $507K | Buy |
18,722
+9,486
| +103% | +$257K | ﹤0.01% | 3695 |
|
|
2022
Q4 | $229K | Buy |
9,236
+6,126
| +197% | +$152K | ﹤0.01% | 4274 |
|
|
2022
Q3 | $66K | Buy |
3,110
+2,495
| +406% | +$52.9K | ﹤0.01% | 5017 |
|
|
2022
Q2 | $13K | Sell |
615
-1,569
| -72% | -$33.2K | ﹤0.01% | 6471 |
|
|
2022
Q1 | $44K | Sell |
2,184
-16,438
| -88% | -$331K | ﹤0.01% | 5599 |
|
|
2021
Q4 | $491K | Buy |
18,622
+15,059
| +423% | +$397K | ﹤0.01% | 3992 |
|
|
2021
Q3 | $102K | Sell |
3,563
-8,502
| -70% | -$243K | ﹤0.01% | 4744 |
|
|
2021
Q2 | $337K | Sell |
12,065
-10,482
| -46% | -$293K | ﹤0.01% | 4007 |
|
|
2021
Q1 | $503K | Sell |
22,547
-7,183
| -24% | -$160K | ﹤0.01% | 3922 |
|
|
2020
Q4 | $649K | Buy |
29,730
+17,376
| +141% | +$379K | ﹤0.01% | 3484 |
|
|
2020
Q3 | $248K | Sell |
12,354
-1,606
| -12% | -$32.2K | ﹤0.01% | 3867 |
|
|
2020
Q2 | $309K | Sell |
13,960
-4,864
| -26% | -$108K | ﹤0.01% | 3718 |
|
|
2020
Q1 | $451K | Sell |
18,824
-14,669
| -44% | -$351K | ﹤0.01% | 3303 |
|
|
2019
Q4 | $911K | Buy |
33,493
+9,433
| +39% | +$257K | ﹤0.01% | 3426 |
|
|
2019
Q3 | $623K | Buy |
24,060
+15,362
| +177% | +$398K | ﹤0.01% | 3551 |
|
|
2019
Q2 | $225K | Buy |
8,698
+6,157
| +242% | +$159K | ﹤0.01% | 4043 |
|
|
2019
Q1 | $72K | Sell |
2,541
-8,547
| -77% | -$242K | ﹤0.01% | 4498 |
|
|
2018
Q4 | $268K | Buy |
11,088
+3,338
| +43% | +$80.7K | ﹤0.01% | 3907 |
|
|
2018
Q3 | $241K | Buy |
7,750
+2,738
| +55% | +$85.1K | ﹤0.01% | 4111 |
|
|
2018
Q2 | $137K | Buy |
5,012
+3,480
| +227% | +$95.1K | ﹤0.01% | 4355 |
|
|
2018
Q1 | $38K | Sell |
1,532
-828
| -35% | -$20.5K | ﹤0.01% | 5061 |
|
|
2017
Q4 | $55K | Sell |
2,360
-2,838
| -55% | -$66.1K | ﹤0.01% | 4825 |
|
|
2017
Q3 | $122K | Buy |
5,198
+4,184
| +413% | +$98.2K | ﹤0.01% | 4321 |
|
|
2017
Q2 | $27K | Buy |
1,014
+359
| +55% | +$9.56K | ﹤0.01% | 5142 |
|
|
2017
Q1 | $16K | Sell |
655
-3,293
| -83% | -$80.4K | ﹤0.01% | 5388 |
|
|
2016
Q4 | $99K | Buy |
3,948
+2,927
| +287% | +$73.4K | ﹤0.01% | 4407 |
|
|
2016
Q3 | $28K | Sell |
1,021
-739
| -42% | -$20.3K | ﹤0.01% | 5122 |
|
|
2016
Q2 | $47K | Buy |
1,760
+946
| +116% | +$25.3K | ﹤0.01% | 4713 |
|
|
2016
Q1 | $18K | Sell |
814
-1,109
| -58% | -$24.5K | ﹤0.01% | 5450 |
|
|
2015
Q4 | $42K | Sell |
1,923
-237
| -11% | -$5.18K | ﹤0.01% | 4880 |
|
|
2015
Q3 | $47K | Sell |
2,160
-1,113
| -34% | -$24.2K | ﹤0.01% | 4769 |
|
|
2015
Q2 | $100K | Buy |
3,273
+1,273
| +64% | +$38.9K | ﹤0.01% | 4299 |
|
|
2015
Q1 | $50K | Sell |
2,000
-2,263
| -53% | -$56.6K | ﹤0.01% | 4657 |
|
|
2014
Q4 | $126K | Buy |
+4,263
| New | +$126K | ﹤0.01% | 4072 |
|