Brown Advisory’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 | $170M | Sell |
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|
2025
Q1 | $171M | Sell |
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|
2024
Q4 | $200M | Buy |
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|
2024
Q3 | $152M | Buy |
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|
2024
Q2 | $149M | Sell |
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|
2024
Q1 | $152M | Buy |
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|
2023
Q4 | $120M | Sell |
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|
2023
Q3 | $151M | Sell |
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|
2023
Q2 | $133M | Sell |
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|
2023
Q1 | $125M | Buy |
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|
2022
Q4 | $122M | Sell |
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|
2022
Q3 | $138M | Buy |
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|
2022
Q2 | $112M | Buy |
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|
2022
Q1 | $123M | Buy |
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|
2021
Q4 | $75.6M | Buy |
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|
2021
Q3 | $103M | Buy |
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|
2021
Q2 | $123M | Buy |
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|
2021
Q1 | $98.7M | Buy |
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|
2020
Q4 | $95.3M | Buy |
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|
2020
Q3 | $59.2M | Buy |
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|
2020
Q2 | $53.1M | Buy |
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|
2020
Q1 | $41.8M | Buy |
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|
2019
Q4 | $47.1M | Buy |
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|
2019
Q3 | $17.4M | Buy |
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|
2019
Q2 | $18.9M | Buy |
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|
2019
Q1 | $21.1M | Buy |
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|
2018
Q4 | $13.2M | Sell |
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|
2018
Q3 | $40.5M | Buy |
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|
2018
Q2 | $32M | Sell |
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|
2018
Q1 | $29.6M | Buy |
|