Arcadia Investment Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28K | Hold |
267
| – | – | ﹤0.01% | 194 |
|
|
2025
Q1 | $23.6K | Hold |
267
| – | – | ﹤0.01% | 218 |
|
|
2024
Q4 | $25.6K | Buy |
+267
| New | +$25.6K | ﹤0.01% | 245 |
|
|
2023
Q2 | – | Sell |
-1,050
| Closed | -$61.6K | – | 355 |
|
|
2023
Q1 | $61.6K | Hold |
1,050
| – | – | 0.01% | 212 |
|
|
2022
Q4 | $64.7K | Buy |
+1,050
| New | +$64.7K | 0.02% | 203 |
|
|
2018
Q1 | – | Sell |
-1,131
| Closed | -$53K | – | 351 |
|
|
2017
Q4 | $53K | Hold |
1,131
| – | – | 0.01% | 215 |
|
|
2017
Q3 | $57K | Sell |
1,131
-1,384
| -55% | -$69.8K | 0.02% | 211 |
|
|
2017
Q2 | $125K | Hold |
2,515
| – | – | 0.04% | 142 |
|
|
2017
Q1 | $107K | Buy |
2,515
+1,131
| +82% | +$48.1K | 0.03% | 152 |
|
|
2016
Q4 | $56K | Hold |
1,384
| – | – | 0.02% | 198 |
|
|
2016
Q3 | $52K | Hold |
1,384
| – | – | 0.02% | 193 |
|
|
2016
Q2 | $42K | Buy |
+1,384
| New | +$42K | 0.01% | 213 |
|