Wells Fargo’s Performant Healthcare, Inc. Common Stock PHLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Buy |
38,498
+1,235
| +3% | +$4.94K | ﹤0.01% | 4532 |
|
|
2025
Q1 | $110K | Buy |
37,263
+1,456
| +4% | +$4.31K | ﹤0.01% | 4612 |
|
|
2024
Q4 | $108K | Buy |
35,807
+10,667
| +42% | +$32.2K | ﹤0.01% | 4675 |
|
|
2024
Q3 | $94K | Sell |
25,140
-154
| -0.6% | -$576 | ﹤0.01% | 4660 |
|
|
2024
Q2 | $73.4K | Buy |
25,294
+3,360
| +15% | +$9.74K | ﹤0.01% | 4756 |
|
|
2024
Q1 | $64.5K | Buy |
21,934
+3,158
| +17% | +$9.29K | ﹤0.01% | 4780 |
|
|
2023
Q4 | $58.7K | Buy |
18,776
+4,506
| +32% | +$14.1K | ﹤0.01% | 4792 |
|
|
2023
Q3 | $32.3K | Sell |
14,270
-13,195
| -48% | -$29.8K | ﹤0.01% | 5036 |
|
|
2023
Q2 | $74.2K | Buy |
27,465
+27,013
| +5,976% | +$72.9K | ﹤0.01% | 4948 |
|
|
2023
Q1 | $1.54K | Buy |
452
+7
| +2% | +$24 | ﹤0.01% | 5953 |
|
|
2022
Q4 | $1.61K | Buy |
445
+14
| +3% | +$51 | ﹤0.01% | 5731 |
|
|
2022
Q3 | $1K | Buy |
431
+59
| +16% | +$137 | ﹤0.01% | 6159 |
|
|
2022
Q2 | $1K | Buy |
372
+49
| +15% | +$132 | ﹤0.01% | 6344 |
|
|
2022
Q1 | $1K | Buy |
323
+1
| +0.3% | +$3 | ﹤0.01% | 6525 |
|
|
2021
Q4 | $1K | Buy |
322
+77
| +31% | +$239 | ﹤0.01% | 6533 |
|
|
2021
Q3 | $1K | Buy |
245
+18
| +8% | +$73 | ﹤0.01% | 6485 |
|
|
2021
Q2 | $1K | Hold |
227
| – | – | ﹤0.01% | 6418 |
|
|
2021
Q1 | $0 | Sell |
227
-1
| -0.4% | – | ﹤0.01% | 7063 |
|
|
2020
Q4 | $0 | Buy |
228
+13
| +6% | – | ﹤0.01% | 6750 |
|
|
2020
Q3 | $0 | Sell |
215
-13
| -6% | – | ﹤0.01% | 6604 |
|
|
2020
Q2 | $0 | Buy |
228
+2
| +0.9% | – | ﹤0.01% | 6504 |
|
|
2020
Q1 | $0 | Buy |
+226
| New | – | ﹤0.01% | 6476 |
|
|
2017
Q4 | – | Sell |
-12,186
| Closed | -$22K | – | 6018 |
|
|
2017
Q3 | $22K | Buy |
+12,186
| New | +$22K | ﹤0.01% | 5367 |
|
|
2015
Q4 | – | Sell |
-142,629
| Closed | -$345K | – | 6103 |
|
|
2015
Q3 | $345K | Sell |
142,629
-11,679
| -8% | -$28.3K | ﹤0.01% | 4051 |
|
|
2015
Q2 | $500K | Buy |
154,308
+16,336
| +12% | +$52.9K | ﹤0.01% | 4004 |
|
|
2015
Q1 | $469K | Buy |
137,972
+29,921
| +28% | +$102K | ﹤0.01% | 3906 |
|
|
2014
Q4 | $718K | Buy |
108,051
+31,773
| +42% | +$211K | ﹤0.01% | 3656 |
|
|
2014
Q3 | $616K | Sell |
76,278
-11,503
| -13% | -$92.9K | ﹤0.01% | 3714 |
|
|
2014
Q2 | $886K | Buy |
87,781
+8,513
| +11% | +$85.9K | ﹤0.01% | 3555 |
|
|
2014
Q1 | $717K | Sell |
79,268
-9,360
| -11% | -$84.7K | ﹤0.01% | 3650 |
|
|
2013
Q4 | $913K | Buy |
88,628
+86,677
| +4,443% | +$893K | ﹤0.01% | 3450 |
|
|
2013
Q3 | $21K | Sell |
1,951
-500
| -20% | -$5.38K | ﹤0.01% | 4863 |
|
|
2013
Q2 | $28K | Buy |
+2,451
| New | +$28K | ﹤0.01% | 4698 |
|