Bellevue Asset Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-36
| Closed | -$3.3K | – | 430 |
|
|
2025
Q4 | $3.3K | Hold |
36
| – | – | ﹤0.01% | 386 |
|
|
2025
Q3 | $3.41K | Hold |
36
| – | – | ﹤0.01% | 382 |
|
|
2025
Q2 | $3.77K | Hold |
36
| – | – | ﹤0.01% | 375 |
|
|
2025
Q1 | $3.18K | Hold |
36
| – | – | ﹤0.01% | 377 |
|
|
2024
Q4 | $3.45K | Sell |
36
-18
| -33% | -$1.68K | ﹤0.01% | 394 |
|
|
2024
Q3 | $4.42K | Hold |
54
| – | – | ﹤0.01% | 335 |
|
|
2024
Q2 | $4.65K | Hold |
54
| – | – | ﹤0.01% | 326 |
|
|
2024
Q1 | $4.41K | Hold |
54
| – | – | ﹤0.01% | 326 |
|
|
2023
Q4 | $3.58K | Hold |
54
| – | – | ﹤0.01% | 337 |
|
|
2023
Q3 | $3.94K | Hold |
54
| – | – | ﹤0.01% | 311 |
|
|
2023
Q2 | $3.41K | Hold |
54
| – | – | ﹤0.01% | 345 |
|
|
2023
Q1 | $3.17K | Hold |
54
| – | – | ﹤0.01% | 357 |
|
|
2022
Q4 | $3.3K | Buy |
54
+7
| +15% | +$470 | ﹤0.01% | 342 |
|
|
2022
Q3 | $3K | Hold |
47
| – | – | ﹤0.01% | 351 |
|
|
2022
Q2 | $3K | Hold |
47
| – | – | ﹤0.01% | 357 |
|
|
2022
Q1 | $3K | Sell |
47
-11
| -19% | -$594 | ﹤0.01% | 399 |
|
|
2021
Q4 | $3K | Buy |
58
+17
| +41% | +$990 | ﹤0.01% | 444 |
|
|
2021
Q3 | $3K | Hold |
41
| – | – | ﹤0.01% | 460 |
|
|
2021
Q2 | $3K | Sell |
41
-4
| -9% | -$305 | ﹤0.01% | 452 |
|
|
2021
Q1 | $3K | Sell |
45
-18
| -29% | -$1.41K | ﹤0.01% | 511 |
|
|
2020
Q4 | $6K | Hold |
63
| – | – | ﹤0.01% | 391 |
|
|
2020
Q3 | $3K | Hold |
63
| – | – | ﹤0.01% | 484 |
|
|
2020
Q2 | $4K | Hold |
63
| – | – | ﹤0.01% | 424 |
|
|
2020
Q1 | $3K | Buy |
63
+41
| +186% | +$2.72K | ﹤0.01% | 450 |
|
|
2019
Q4 | $2K | Buy |
+22
| New | +$1.37K | ﹤0.01% | 436 |
|
Other funds holding HQY
WA
VPM
VCM
