Caption Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,120
| Closed | -$875K | – | 781 |
|
|
2024
Q4 | $875K | Buy |
+9,120
| New | +$875K | 0.01% | 225 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 561 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 571 |
|
|
2019
Q1 | – | Sell |
-20,000
| Closed | -$1.19M | – | 291 |
|
|
2018
Q4 | $1.19M | Buy |
+20,000
| New | +$1.19M | 0.1% | 62 |
|