Zurich Cantonal Bank’s HealthStream HSTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $277K | Hold |
13,379
| – | – | ﹤0.01% | 2134 |
|
|
2025
Q4 | $309K | Sell |
13,379
-34
| -0.3% | -$855 | ﹤0.01% | 2044 |
|
|
2025
Q3 | $379K | Sell |
13,413
-1,661
| -11% | -$45.7K | ﹤0.01% | 1886 |
|
|
2025
Q2 | $417K | Buy |
15,074
+5,166
| +52% | +$153K | ﹤0.01% | 1769 |
|
|
2025
Q1 | $319K | Sell |
9,908
-1,195
| -11% | -$38.8K | ﹤0.01% | 1859 |
|
|
2024
Q4 | $353K | Sell |
11,103
-6,965
| -39% | -$215K | ﹤0.01% | 1838 |
|
|
2024
Q3 | $521K | Buy |
18,068
+3,673
| +26% | +$105K | ﹤0.01% | 1534 |
|
|
2024
Q2 | $402K | Buy |
14,395
+10,163
| +240% | +$271K | ﹤0.01% | 1636 |
|
|
2024
Q1 | $113K | Hold |
4,232
| – | – | ﹤0.01% | 2339 |
|
|
2023
Q4 | $114K | Sell |
4,232
-1,191
| -22% | -$29.6K | ﹤0.01% | 2380 |
|
|
2023
Q3 | $117K | Hold |
5,423
| – | – | ﹤0.01% | 2284 |
|
|
2023
Q2 | $133K | Hold |
5,423
| – | – | ﹤0.01% | 2186 |
|
|
2023
Q1 | $147K | Hold |
5,423
| – | – | ﹤0.01% | 2063 |
|
|
2022
Q4 | $135K | Buy |
5,423
+1,191
| +28% | +$28.6K | ﹤0.01% | 2079 |
|
|
2022
Q3 | $90K | Hold |
4,232
| – | – | ﹤0.01% | 2307 |
|
|
2022
Q2 | $92K | Hold |
4,232
| – | – | ﹤0.01% | 2302 |
|
|
2022
Q1 | $84K | Hold |
4,232
| – | – | ﹤0.01% | 2352 |
|
|
2021
Q4 | $112K | Hold |
4,232
| – | – | ﹤0.01% | 2446 |
|
|
2021
Q3 | $121K | Hold |
4,232
| – | – | ﹤0.01% | 2224 |
|
|
2021
Q2 | $118K | Hold |
4,232
| – | – | ﹤0.01% | 2125 |
|
|
2021
Q1 | $95K | Sell |
4,232
-1,501
| -26% | -$35.8K | ﹤0.01% | 2173 |
|
|
2020
Q4 | $125K | Hold |
5,733
| – | – | ﹤0.01% | 2114 |
|
|
2020
Q3 | $115K | Hold |
5,733
| – | – | ﹤0.01% | 1918 |
|
|
2020
Q2 | $127K | Buy |
5,733
+3,888
| +211% | +$90.1K | ﹤0.01% | 1819 |
|
|
2020
Q1 | $44K | Hold |
1,845
| – | – | ﹤0.01% | 1992 |
|
|
2019
Q4 | $50K | Hold |
1,845
| – | – | ﹤0.01% | 2149 |
|
|
2019
Q3 | $48K | Hold |
1,845
| – | – | ﹤0.01% | 2074 |
|
|
2019
Q2 | $48K | Hold |
1,845
| – | – | ﹤0.01% | 2081 |
|
|
2019
Q1 | $52K | Hold |
1,845
| – | – | ﹤0.01% | 1977 |
|
|
2018
Q4 | $45K | Hold |
1,845
| – | – | ﹤0.01% | 2093 |
|
|
2018
Q3 | $57K | Hold |
1,845
| – | – | ﹤0.01% | 2077 |
|
|
2018
Q2 | $50K | Hold |
1,845
| – | – | ﹤0.01% | 2128 |
|
|
2018
Q1 | $46K | Hold |
1,845
| – | – | ﹤0.01% | 2118 |
|
|
2017
Q4 | $43K | Buy |
1,845
+850
| +85% | +$20K | ﹤0.01% | 2150 |
|
|
2017
Q3 | $23K | Hold |
995
| – | – | ﹤0.01% | 2213 |
|
|
2017
Q2 | $26K | Hold |
995
| – | – | ﹤0.01% | 2150 |
|
|
2017
Q1 | $24K | Hold |
995
| – | – | ﹤0.01% | 2230 |
|
|
2016
Q4 | $25K | Hold |
995
| – | – | ﹤0.01% | 2179 |
|
|
2016
Q3 | $27K | Buy |
995
+248
| +33% | +$6.41K | ﹤0.01% | 2096 |
|
|
2016
Q2 | $20K | Hold |
747
| – | – | ﹤0.01% | 2105 |
|
|
2016
Q1 | $17K | Hold |
747
| – | – | ﹤0.01% | 2154 |
|
|
2015
Q4 | $16K | Buy |
747
+443
| +146% | +$10.3K | ﹤0.01% | 2211 |
|
|
2015
Q3 | $7K | Buy |
+304
| New | +$8.08K | ﹤0.01% | 2279 |
|
Other funds holding HSTM
CCM
VCM
VPM
