Brown Brothers Harriman & Co’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.81K | Buy |
+65
| New | +$6.81K | ﹤0.01% | 1242 |
|
|
2024
Q3 | – | Sell |
-1,230
| Closed | -$106K | – | 1448 |
|
|
2024
Q2 | $106K | Hold |
1,230
| – | – | ﹤0.01% | 649 |
|
|
2024
Q1 | $100K | Sell |
1,230
-400
| -25% | -$32.7K | ﹤0.01% | 645 |
|
|
2023
Q4 | $108K | Hold |
1,630
| – | – | ﹤0.01% | 604 |
|
|
2023
Q3 | $119K | Hold |
1,630
| – | – | ﹤0.01% | 565 |
|
|
2023
Q2 | $103K | Hold |
1,630
| – | – | ﹤0.01% | 591 |
|
|
2023
Q1 | $95.7K | Sell |
1,630
-715
| -30% | -$42K | ﹤0.01% | 622 |
|
|
2022
Q4 | $145K | Sell |
2,345
-874
| -27% | -$53.9K | ﹤0.01% | 525 |
|
|
2022
Q3 | $216K | Buy |
3,219
+3,094
| +2,475% | +$208K | ﹤0.01% | 445 |
|
|
2022
Q2 | $8K | Buy |
+125
| New | +$8K | ﹤0.01% | 1051 |
|