Bayesian Capital 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 | $2.04M | Buy |
+19,500
| New | +$2.04M | 0.32% | 84 |
|
|
2024
Q3 | – | Sell |
-3,800
| Closed | -$328K | – | 836 |
|
|
2024
Q2 | $328K | Buy |
+3,800
| New | +$328K | 0.04% | 486 |
|
|
2024
Q1 | – | Sell |
-3,030
| Closed | -$201K | – | 922 |
|
|
2023
Q4 | $201K | Buy |
+3,030
| New | +$201K | 0.02% | 604 |
|
|
2023
Q3 | – | Sell |
-10,801
| Closed | -$682K | – | 828 |
|
|
2023
Q2 | $682K | Buy |
10,801
+1,100
| +11% | +$69.5K | 0.07% | 341 |
|
|
2023
Q1 | $570K | Buy |
+9,701
| New | +$570K | 0.07% | 354 |
|
|
2022
Q3 | – | Sell |
-5,400
| Closed | -$332K | – | 842 |
|
|
2022
Q2 | $332K | Buy |
+5,400
| New | +$332K | 0.06% | 443 |
|
|
2020
Q1 | – | Sell |
-4,482
| Closed | -$332K | – | 853 |
|
|
2019
Q4 | $332K | Buy |
+4,482
| New | +$332K | 0.06% | 401 |
|
|
2019
Q2 | – | Sell |
-4,558
| Closed | -$337K | – | 583 |
|
|
2019
Q1 | $337K | Buy |
+4,558
| New | +$337K | 0.06% | 367 |
|
|
2018
Q3 | – | Sell |
-6,472
| Closed | -$486K | – | 699 |
|
|
2018
Q2 | $486K | Sell |
6,472
-853
| -12% | -$64.1K | 0.11% | 270 |
|
|
2018
Q1 | $443K | Buy |
+7,325
| New | +$443K | 0.11% | 294 |
|
|
2017
Q4 | – | Sell |
-13,751
| Closed | -$696K | – | 618 |
|
|
2017
Q3 | $696K | Buy |
+13,751
| New | +$696K | 0.17% | 195 |
|
|
2017
Q2 | – | Sell |
-6,300
| Closed | -$267K | – | 508 |
|
|
2017
Q1 | $267K | Buy |
+6,300
| New | +$267K | 0.13% | 280 |
|
|
2016
Q3 | – | Sell |
-6,880
| Closed | -$209K | – | 420 |
|
|
2016
Q2 | $209K | Buy |
+6,880
| New | +$209K | 0.13% | 324 |
|