Castleark 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 | $7.93M | Sell |
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|
2025
Q1 | $6.89M | Sell |
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|
2024
Q4 | $9.88M | Buy |
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|
2024
Q3 | $5.9M | Sell |
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|
2024
Q2 | $7.74M | Sell |
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|
2024
Q1 | $7.39M | Sell |
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|
2023
Q4 | $6.81M | Buy |
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|
2023
Q3 | $5.16M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3.11M | Sell |
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|
2020
Q1 | $6.55M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $117K | Sell |
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|
2018
Q4 | $195K | Sell |
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|
2018
Q3 | $672K | Hold |
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|
2018
Q2 | $534K | Hold |
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|
2018
Q1 | $431K | Buy |
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|
2017
Q4 | $256K | Sell |
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|
2017
Q3 | $11.4M | Buy |
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