Bessemer Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.2M | Sell |
288,025
-112,369
| -28% | -$11.8M | 0.05% | 220 |
|
|
2025
Q1 | $35.4M | Buy |
400,394
+103,566
| +35% | +$9.15M | 0.06% | 195 |
|
|
2024
Q4 | $28.5M | Buy |
296,828
+114,865
| +63% | +$11M | 0.05% | 219 |
|
|
2024
Q3 | $14.9M | Buy |
181,963
+179,475
| +7,214% | +$14.7M | 0.02% | 287 |
|
|
2024
Q2 | $215K | Sell |
2,488
-350
| -12% | -$30.2K | ﹤0.01% | 995 |
|
|
2024
Q1 | $231K | Buy |
2,838
+457
| +19% | +$37.2K | ﹤0.01% | 984 |
|
|
2023
Q4 | $158K | Sell |
2,381
-304
| -11% | -$20.2K | ﹤0.01% | 1090 |
|
|
2023
Q3 | $196K | Sell |
2,685
-278
| -9% | -$20.3K | ﹤0.01% | 1039 |
|
|
2023
Q2 | $187K | Buy |
2,963
+332
| +13% | +$21K | ﹤0.01% | 1064 |
|
|
2023
Q1 | $154K | Buy |
2,631
+2,577
| +4,772% | +$151K | ﹤0.01% | 956 |
|
|
2022
Q4 | $3K | Sell |
54
-53
| -50% | -$2.94K | ﹤0.01% | 1722 |
|
|
2022
Q3 | $7K | Buy |
107
+70
| +189% | +$4.58K | ﹤0.01% | 1625 |
|
|
2022
Q2 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 1747 |
|
|
2021
Q4 | – | Sell |
-62
| Closed | -$4K | – | 1910 |
|
|
2021
Q3 | $4K | Buy |
+62
| New | +$4K | ﹤0.01% | 1536 |
|
|
2021
Q1 | – | Sell |
-174
| Closed | -$12K | – | 1572 |
|
|
2020
Q4 | $12K | Buy |
+174
| New | +$12K | ﹤0.01% | 1262 |
|
|
2020
Q1 | – | Sell |
-38
| Closed | -$3K | – | 1663 |
|
|
2019
Q4 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 1522 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1797 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1732 |
|
|
2019
Q1 | – | Sell |
-846
| Closed | -$50K | – | 1852 |
|
|
2018
Q4 | $50K | Hold |
846
| – | – | ﹤0.01% | 1314 |
|
|
2018
Q3 | $80K | Buy |
+846
| New | +$80K | ﹤0.01% | 1174 |
|