Axiom Investors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
124,269
+30,615
| +33% | +$3.21M | 0.11% | 59 |
|
|
2025
Q1 | $8.28M | Buy |
+93,654
| New | +$8.28M | 0.08% | 80 |
|
|
2020
Q2 | – | Sell |
-49,120
| Closed | -$2.49M | – | 121 |
|
|
2020
Q1 | $2.49M | Buy |
49,120
+9,567
| +24% | +$484K | 0.06% | 85 |
|
|
2019
Q4 | $2.93M | Buy |
39,553
+14,352
| +57% | +$1.06M | 0.07% | 93 |
|
|
2019
Q3 | $1.44M | Buy |
+25,201
| New | +$1.44M | 0.04% | 105 |
|
|
2017
Q3 | – | Sell |
-72,985
| Closed | -$3.64M | – | 142 |
|
|
2017
Q2 | $3.64M | Buy |
72,985
+15,517
| +27% | +$773K | 0.09% | 103 |
|
|
2017
Q1 | $2.44M | Buy |
+57,468
| New | +$2.44M | 0.06% | 108 |
|