CIBC Asset 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 | $283K | Hold |
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|
2025
Q1 | $239K | Buy |
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|
2024
Q4 | $253K | Buy |
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|
2024
Q3 | $205K | Buy |
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|
2024
Q2 | $209K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $205K | Sell |
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|
2022
Q1 | $241K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $211K | Buy |
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|
2021
Q2 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $202K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $214K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $208K | Buy |
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