Chase Investment Counsel’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 |
-7,420
| Closed | -$711K | – | 139 |
|
|
2024
Q4 | $711K | Buy |
7,420
+1,497
| +25% | +$143K | 0.23% | 81 |
|
|
2024
Q3 | $484K | Sell |
5,923
-35,063
| -86% | -$2.87M | 0.16% | 93 |
|
|
2024
Q2 | $3.53M | Buy |
40,986
+6,572
| +19% | +$566K | 1.25% | 29 |
|
|
2024
Q1 | $2.81M | Buy |
+34,414
| New | +$2.81M | 1.05% | 39 |
|