Advisory Research’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Sell |
|
|||||
|
2025
Q1 | $2.57M | Sell |
|
|||||
|
2024
Q4 | $2.79M | Buy |
|
|||||
|
2024
Q3 | $2.38M | Sell |
|
|||||
|
2024
Q2 | $2.65M | Buy |
|
|||||
|
2024
Q1 | $2.51M | Buy |
|
|||||
|
2023
Q4 | $1.74M | Sell |
|
|||||
|
2023
Q3 | $4.5M | Buy |
|
|||||
|
2023
Q2 | $1.64M | Buy |
|
|||||
|
2023
Q1 | $1.45M | Sell |
|
|||||
|
2022
Q4 | $1.55M | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $1.46M | Buy |
|
|||||
|
2018
Q1 | $942K | Buy |
|