CWM Advisors, LLC
- SEC CIK
- 0001670139
- Latest filing
- Aug 12, 2026
HCAT holding history
Health Catalyst, Inc. in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
HCAT overviewAll 13F holders of HCATFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −103,494−100.0% | Sold out | Holders |
| Q2 2025 | 103,494 | $390.2K | <0.1% | +27,582+36.3% | Added | Holders |
| Q1 2025 | 75,912 | $343.9K | <0.1% | +19,533+34.6% | Added | Holders |
| Q4 2024 | 56,379 | $398.6K | <0.1% | +7,019+14.2% | Added | Holders |
| Q3 2024 | 49,360 | $401.8K | <0.1% | −5,574−10.1% | Reduced | Holders |
| Q2 2024 | 54,934 | $351.0K | <0.1% | +7,737+16.4% | Added | Holders |
| Q1 2024 | 47,197 | $355.4K | <0.1% | +47,197 | New | Holders |