Brinker Capital Investments’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 | $395K | Buy |
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|
2025
Q1 | $290K | Buy |
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|
2024
Q4 | $230K | Sell |
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|
2024
Q3 | $267K | Sell |
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|
2024
Q2 | $286K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $335K | Buy |
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|
2023
Q2 | $209K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $272K | Buy |
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|
2022
Q3 | $251K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $268K | Sell |
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|
2020
Q4 | $675K | Buy |
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|
2020
Q3 | $249K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $5K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $16K | Buy |
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