Wells Fargo’s HealthStream HSTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Buy |
14,690
+1,009
| +7% | +$27.9K | ﹤0.01% | 3927 |
|
|
2025
Q1 | $440K | Buy |
13,681
+336
| +3% | +$10.8K | ﹤0.01% | 3764 |
|
|
2024
Q4 | $424K | Buy |
13,345
+3,409
| +34% | +$108K | ﹤0.01% | 3830 |
|
|
2024
Q3 | $287K | Buy |
9,936
+215
| +2% | +$6.2K | ﹤0.01% | 3963 |
|
|
2024
Q2 | $271K | Buy |
9,721
+1,735
| +22% | +$48.4K | ﹤0.01% | 3958 |
|
|
2024
Q1 | $213K | Buy |
7,986
+984
| +14% | +$26.2K | ﹤0.01% | 4069 |
|
|
2023
Q4 | $189K | Buy |
7,002
+1,251
| +22% | +$33.8K | ﹤0.01% | 4108 |
|
|
2023
Q3 | $124K | Sell |
5,751
-5,275
| -48% | -$114K | ﹤0.01% | 4326 |
|
|
2023
Q2 | $271K | Buy |
11,026
+5,297
| +92% | +$130K | ﹤0.01% | 4159 |
|
|
2023
Q1 | $155K | Buy |
5,729
+4,996
| +682% | +$135K | ﹤0.01% | 4306 |
|
|
2022
Q4 | $18.2K | Sell |
733
-803
| -52% | -$19.9K | ﹤0.01% | 4985 |
|
|
2022
Q3 | $32K | Sell |
1,536
-192
| -11% | -$4K | ﹤0.01% | 4846 |
|
|
2022
Q2 | $37K | Sell |
1,728
-34,862
| -95% | -$746K | ﹤0.01% | 4887 |
|
|
2022
Q1 | $728K | Sell |
36,590
-7,102
| -16% | -$141K | ﹤0.01% | 3888 |
|
|
2021
Q4 | $1.15M | Sell |
43,692
-62,632
| -59% | -$1.65M | ﹤0.01% | 3752 |
|
|
2021
Q3 | $3.04M | Buy |
106,324
+60,215
| +131% | +$1.72M | ﹤0.01% | 3148 |
|
|
2021
Q2 | $1.29M | Sell |
46,109
-8,957
| -16% | -$250K | ﹤0.01% | 3824 |
|
|
2021
Q1 | $1.23M | Sell |
55,066
-49,876
| -48% | -$1.11M | ﹤0.01% | 3851 |
|
|
2020
Q4 | $2.29M | Sell |
104,942
-4,571
| -4% | -$99.8K | ﹤0.01% | 3358 |
|
|
2020
Q3 | $2.2M | Sell |
109,513
-3,379
| -3% | -$67.8K | ﹤0.01% | 3184 |
|
|
2020
Q2 | $2.5M | Buy |
112,892
+58,037
| +106% | +$1.28M | ﹤0.01% | 3059 |
|
|
2020
Q1 | $1.31M | Buy |
54,855
+7,432
| +16% | +$178K | ﹤0.01% | 3260 |
|
|
2019
Q4 | $1.29M | Buy |
47,423
+625
| +1% | +$17K | ﹤0.01% | 3629 |
|
|
2019
Q3 | $1.21M | Buy |
46,798
+1,052
| +2% | +$27.2K | ﹤0.01% | 3640 |
|
|
2019
Q2 | $1.18M | Sell |
45,746
-13,455
| -23% | -$348K | ﹤0.01% | 3691 |
|
|
2019
Q1 | $1.66M | Buy |
59,201
+7,156
| +14% | +$201K | ﹤0.01% | 3484 |
|
|
2018
Q4 | $1.26M | Buy |
52,045
+9,983
| +24% | +$241K | ﹤0.01% | 3596 |
|
|
2018
Q3 | $1.3M | Buy |
42,062
+2,307
| +6% | +$71.5K | ﹤0.01% | 3702 |
|
|
2018
Q2 | $1.09M | Buy |
39,755
+23,895
| +151% | +$652K | ﹤0.01% | 3874 |
|
|
2018
Q1 | $394K | Buy |
15,860
+93
| +0.6% | +$2.31K | ﹤0.01% | 4447 |
|
|
2017
Q4 | $365K | Sell |
15,767
-16,595
| -51% | -$384K | ﹤0.01% | 4489 |
|
|
2017
Q3 | $756K | Buy |
32,362
+10,581
| +49% | +$247K | ﹤0.01% | 3971 |
|
|
2017
Q2 | $573K | Buy |
21,781
+206
| +1% | +$5.42K | ﹤0.01% | 4037 |
|
|
2017
Q1 | $523K | Buy |
21,575
+3,615
| +20% | +$87.6K | ﹤0.01% | 4111 |
|
|
2016
Q4 | $449K | Buy |
17,960
+8,879
| +98% | +$222K | ﹤0.01% | 4146 |
|
|
2016
Q3 | $251K | Buy |
9,081
+160
| +2% | +$4.42K | ﹤0.01% | 4191 |
|
|
2016
Q2 | $237K | Sell |
8,921
-1,660
| -16% | -$44.1K | ﹤0.01% | 4173 |
|
|
2016
Q1 | $233K | Buy |
10,581
+1,559
| +17% | +$34.3K | ﹤0.01% | 4184 |
|
|
2015
Q4 | $198K | Buy |
9,022
+3,444
| +62% | +$75.6K | ﹤0.01% | 4310 |
|
|
2015
Q3 | $122K | Sell |
5,578
-1,273
| -19% | -$27.8K | ﹤0.01% | 4585 |
|
|
2015
Q2 | $208K | Buy |
6,851
+5,675
| +483% | +$172K | ﹤0.01% | 4449 |
|
|
2015
Q1 | $30K | Buy |
1,176
+194
| +20% | +$4.95K | ﹤0.01% | 5029 |
|
|
2014
Q4 | $29K | Sell |
982
-109,624
| -99% | -$3.24M | ﹤0.01% | 5015 |
|
|
2014
Q3 | $2.66M | Sell |
110,606
-48,137
| -30% | -$1.16M | ﹤0.01% | 2807 |
|
|
2014
Q2 | $3.86M | Sell |
158,743
-52,865
| -25% | -$1.28M | ﹤0.01% | 2506 |
|
|
2014
Q1 | $5.65M | Buy |
211,608
+119,962
| +131% | +$3.2M | ﹤0.01% | 2236 |
|
|
2013
Q4 | $2.99M | Sell |
91,646
-47,202
| -34% | -$1.54M | ﹤0.01% | 2627 |
|
|
2013
Q3 | $5.26M | Sell |
138,848
-954
| -0.7% | -$36.1K | ﹤0.01% | 2142 |
|
|
2013
Q2 | $3.54M | Buy |
+139,802
| New | +$3.54M | ﹤0.01% | 2378 |
|