BTC Capital Management’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
$486K Sell
2025
Q1
$494K Sell
2024
Q4
$628K Sell
2024
Q3
$593K Buy
2024
Q2
$557K Sell
2024
Q1
$551K Buy
2023
Q3
$360K Buy
2023
Q2
$263K Buy