Woodmont Investment Counsel’s HealthStream HSTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Hold |
8,650
| – | – | 0.02% | 255 |
|
|
2025
Q1 | $278K | Hold |
8,650
| – | – | 0.02% | 238 |
|
|
2024
Q4 | $275K | Buy |
+8,650
| New | +$275K | 0.02% | 237 |
|
|
2024
Q2 | – | Sell |
-13,475
| Closed | -$359K | – | 278 |
|
|
2024
Q1 | $359K | Hold |
13,475
| – | – | 0.03% | 199 |
|
|
2023
Q4 | $364K | Buy |
+13,475
| New | +$364K | 0.03% | 187 |
|
|
2023
Q1 | – | Sell |
-13,475
| Closed | -$335K | – | 249 |
|
|
2022
Q4 | $335K | Hold |
13,475
| – | – | 0.04% | 200 |
|
|
2022
Q3 | $286K | Buy |
+13,475
| New | +$286K | 0.04% | 205 |
|
|
2022
Q1 | – | Sell |
-10,925
| Closed | -$288K | – | 251 |
|
|
2021
Q4 | $288K | Buy |
+10,925
| New | +$288K | 0.04% | 186 |
|
|
2016
Q4 | – | Sell |
-200
| Closed | -$6K | – | 383 |
|
|
2016
Q3 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 531 |
|
|
2016
Q2 | – | Sell |
-6,875
| Closed | -$152K | – | 310 |
|
|
2016
Q1 | $152K | Buy |
6,875
+200
| +3% | +$4.42K | 0.05% | 186 |
|
|
2015
Q4 | $147K | Hold |
6,675
| – | – | 0.04% | 195 |
|
|
2015
Q3 | $146K | Hold |
6,675
| – | – | 0.04% | 192 |
|
|
2015
Q2 | $203K | Buy |
+6,675
| New | +$203K | 0.06% | 173 |
|