BTC Capital Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Sell |
4,646
-947
| -17% | -$99K | 0.04% | 161 |
|
|
2025
Q1 | $494K | Sell |
5,593
-957
| -15% | -$84.6K | 0.05% | 160 |
|
|
2024
Q4 | $628K | Sell |
6,550
-695
| -10% | -$66.7K | 0.06% | 146 |
|
|
2024
Q3 | $593K | Buy |
7,245
+788
| +12% | +$64.5K | 0.05% | 157 |
|
|
2024
Q2 | $557K | Sell |
6,457
-296
| -4% | -$25.5K | 0.05% | 155 |
|
|
2024
Q1 | $551K | Buy |
+6,753
| New | +$551K | 0.05% | 162 |
|
|
2023
Q3 | $360K | Buy |
4,922
+666
| +16% | +$48.7K | 0.04% | 182 |
|
|
2023
Q2 | $263K | Buy |
+4,256
| New | +$263K | 0.03% | 215 |
|