Arcadia Investment Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25.3K | Hold |
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|
2025
Q2 | $28K | Hold |
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|
2025
Q1 | $23.6K | Hold |
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|
2024
Q4 | $25.6K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $61.6K | Hold |
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|
2022
Q4 | $64.7K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $53K | Hold |
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|
2017
Q3 | $57K | Sell |
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|
2017
Q2 | $125K | Hold |
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|
2017
Q1 | $107K | Buy |
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|
2016
Q4 | $56K | Hold |
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|
2016
Q3 | $52K | Hold |
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|
2016
Q2 | $42K | Buy |
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