Cerity Partners’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Buy |
27,404
+12,381
| +82% | +$1.3M | 0.01% | 1051 |
|
|
2025
Q1 | $1.33M | Sell |
15,023
-1,177
| -7% | -$104K | ﹤0.01% | 1300 |
|
|
2024
Q4 | $1.53M | Sell |
16,200
-1,059
| -6% | -$100K | ﹤0.01% | 1225 |
|
|
2024
Q3 | $1.41M | Buy |
17,259
+2,258
| +15% | +$185K | ﹤0.01% | 1252 |
|
|
2024
Q2 | $1.29M | Sell |
15,001
-1,128
| -7% | -$97.2K | ﹤0.01% | 1108 |
|
|
2024
Q1 | $1.32M | Buy |
16,129
+767
| +5% | +$62.6K | ﹤0.01% | 1151 |
|
|
2023
Q4 | $1.02M | Sell |
15,362
-394
| -3% | -$26.1K | ﹤0.01% | 970 |
|
|
2023
Q3 | $1.15M | Sell |
15,756
-1,146
| -7% | -$83.7K | 0.01% | 713 |
|
|
2023
Q2 | $1.07M | Buy |
16,902
+546
| +3% | +$34.5K | ﹤0.01% | 904 |
|
|
2023
Q1 | $960K | Sell |
16,356
-4,978
| -23% | -$292K | ﹤0.01% | 990 |
|
|
2022
Q4 | $1.32M | Buy |
+21,334
| New | +$1.32M | 0.01% | 621 |
|