Cambiar Investors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,848
| Closed | -$1.22M | – | 159 |
|
|
2025
Q1 | $1.22M | Sell |
13,848
-9,932
| -42% | -$878K | 0.05% | 127 |
|
|
2024
Q4 | $2.28M | Sell |
23,780
-164,965
| -87% | -$15.8M | 0.09% | 109 |
|
|
2024
Q3 | $15.4M | Sell |
188,745
-1,286
| -0.7% | -$105K | 0.59% | 45 |
|
|
2024
Q2 | $16.4M | Sell |
190,031
-1,633
| -0.9% | -$141K | 0.64% | 44 |
|
|
2024
Q1 | $15.6M | Sell |
191,664
-8,396
| -4% | -$685K | 0.58% | 49 |
|
|
2023
Q4 | $13.3M | Buy |
200,060
+2,391
| +1% | +$159K | 0.52% | 61 |
|
|
2023
Q3 | $14.4M | Sell |
197,669
-33,113
| -14% | -$2.42M | 0.61% | 52 |
|
|
2023
Q2 | $14.6M | Buy |
230,782
+47,046
| +26% | +$2.97M | 0.62% | 47 |
|
|
2023
Q1 | $10.8M | Buy |
183,736
+149,213
| +432% | +$8.76M | 0.46% | 54 |
|
|
2022
Q4 | $2.13M | Buy |
34,523
+4,695
| +16% | +$289K | 0.1% | 121 |
|
|
2022
Q3 | $2M | Buy |
29,828
+6,467
| +28% | +$434K | 0.1% | 97 |
|
|
2022
Q2 | $1.43M | Sell |
23,361
-13,552
| -37% | -$832K | 0.06% | 129 |
|
|
2022
Q1 | $2.49M | Sell |
36,913
-25,620
| -41% | -$1.73M | 0.09% | 109 |
|
|
2021
Q4 | $2.77M | Buy |
+62,533
| New | +$2.77M | 0.1% | 106 |
|