Choreo LLC’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Sell |
20,330
-258
| -1% | -$27K | 0.03% | 348 |
|
|
2025
Q1 | $1.82M | Sell |
20,588
-2,291
| -10% | -$202K | 0.03% | 357 |
|
|
2024
Q4 | $2.2M | Buy |
22,879
+1,533
| +7% | +$148K | 0.03% | 328 |
|
|
2024
Q3 | $1.71M | Buy |
21,346
+809
| +4% | +$64.9K | 0.03% | 399 |
|
|
2024
Q2 | $1.78M | Buy |
20,537
+7,780
| +61% | +$674K | 0.03% | 351 |
|
|
2024
Q1 | $1.04M | Buy |
+12,757
| New | +$1.04M | 0.03% | 268 |
|