CIBC Asset Management’s HealthEquity HQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Hold |
2,700
| – | – | ﹤0.01% | 926 |
|
|
2025
Q1 | $239K | Buy |
2,700
+60
| +2% | +$5.3K | ﹤0.01% | 976 |
|
|
2024
Q4 | $253K | Buy |
2,640
+139
| +6% | +$13.3K | ﹤0.01% | 971 |
|
|
2024
Q3 | $205K | Buy |
2,501
+82
| +3% | +$6.71K | ﹤0.01% | 1101 |
|
|
2024
Q2 | $209K | Buy |
+2,419
| New | +$209K | ﹤0.01% | 1007 |
|
|
2022
Q4 | – | Sell |
-3,336
| Closed | -$224K | – | 1151 |
|
|
2022
Q3 | $224K | Hold |
3,336
| – | – | ﹤0.01% | 1022 |
|
|
2022
Q2 | $205K | Sell |
3,336
-244
| -7% | -$15K | ﹤0.01% | 1106 |
|
|
2022
Q1 | $241K | Buy |
+3,580
| New | +$241K | ﹤0.01% | 1200 |
|
|
2021
Q4 | – | Sell |
-3,256
| Closed | -$211K | – | 1567 |
|
|
2021
Q3 | $211K | Buy |
3,256
+446
| +16% | +$28.9K | ﹤0.01% | 1326 |
|
|
2021
Q2 | $226K | Buy |
+2,810
| New | +$226K | ﹤0.01% | 1198 |
|
|
2020
Q1 | – | Sell |
-2,721
| Closed | -$202K | – | 1087 |
|
|
2019
Q4 | $202K | Buy |
+2,721
| New | +$202K | ﹤0.01% | 1079 |
|
|
2018
Q4 | – | Sell |
-2,271
| Closed | -$214K | – | 1085 |
|
|
2018
Q3 | $214K | Buy |
+2,271
| New | +$214K | ﹤0.01% | 1030 |
|
|
2017
Q4 | – | Sell |
-4,118
| Closed | -$208K | – | 1082 |
|
|
2017
Q3 | $208K | Buy |
+4,118
| New | +$208K | ﹤0.01% | 945 |
|