AssetMark Inc’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 | $573K | Sell |
|
|||||
|
2025
Q1 | $520K | Buy |
|
|||||
|
2024
Q4 | $451K | Buy |
|
|||||
|
2024
Q3 | $372K | Buy |
|
|||||
|
2024
Q2 | $70.3K | Hold |
|
|||||
|
2024
Q1 | $66.5K | Hold |
|
|||||
|
2023
Q4 | $54K | Sell |
|
|||||
|
2023
Q3 | $59.7K | Sell |
|
|||||
|
2023
Q2 | $59.4K | Hold |
|
|||||
|
2023
Q1 | $55.2K | Buy |
|
|||||
|
2022
Q4 | $46.5K | Hold |
|
|||||
|
2022
Q3 | $51K | Hold |
|
|||||
|
2022
Q2 | $46K | Buy |
|
|||||
|
2022
Q1 | $10K | Sell |
|
|||||
|
2021
Q4 | $34K | Buy |
|
|||||
|
2021
Q3 | $48K | Hold |
|
|||||
|
2021
Q2 | $60K | Hold |
|
|||||
|
2021
Q1 | $51K | Hold |
|
|||||
|
2020
Q4 | $52K | Hold |
|
|||||
|
2020
Q3 | $38K | Buy |
|
|||||
|
2020
Q2 | $31K | Buy |
|
|||||
|
2020
Q1 | $15K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $1K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $0 | Buy |
|