CIM Investment Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $786K | Buy |
7,834
+3,927
| +101% | +$394K | 0.15% | 129 |
|
|
2025
Q1 | $345K | Sell |
3,907
-65
| -2% | -$5.74K | 0.08% | 156 |
|
|
2024
Q4 | $381K | Sell |
3,972
-170
| -4% | -$16.3K | 0.11% | 152 |
|
|
2024
Q3 | $339K | Sell |
4,142
-234
| -5% | -$19.2K | 0.1% | 170 |
|
|
2024
Q2 | $377K | Sell |
4,376
-738
| -14% | -$63.6K | 0.12% | 152 |
|
|
2024
Q1 | $417K | Hold |
5,114
| – | – | 0.12% | 164 |
|
|
2023
Q4 | $339K | Hold |
5,114
| – | – | 0.11% | 177 |
|
|
2023
Q3 | $374K | Hold |
5,114
| – | – | 0.14% | 151 |
|
|
2023
Q2 | $323K | Sell |
5,114
-3,583
| -41% | -$226K | 0.11% | 174 |
|
|
2023
Q1 | $511K | Buy |
+8,697
| New | +$511K | 0.19% | 119 |
|
|
2021
Q4 | – | Sell |
-3,611
| Closed | -$234K | – | 309 |
|
|
2021
Q3 | $234K | Hold |
3,611
| – | – | 0.07% | 249 |
|
|
2021
Q2 | $291K | Hold |
3,611
| – | – | 0.09% | 214 |
|
|
2021
Q1 | $246K | Sell |
3,611
-215
| -6% | -$14.6K | 0.08% | 248 |
|
|
2020
Q4 | $267K | Buy |
+3,826
| New | +$267K | 0.09% | 220 |
|
|
2020
Q3 | – | Sell |
-3,771
| Closed | -$221K | – | 270 |
|
|
2020
Q2 | $221K | Buy |
+3,771
| New | +$221K | 0.09% | 215 |
|
|
2020
Q1 | – | Sell |
-3,132
| Closed | -$232K | – | 218 |
|
|
2019
Q4 | $232K | Sell |
3,132
-2,464
| -44% | -$183K | 0.09% | 188 |
|
|
2019
Q3 | $320K | Hold |
5,596
| – | – | 0.12% | 213 |
|
|
2019
Q2 | $366K | Sell |
5,596
-167
| -3% | -$10.9K | 0.13% | 189 |
|
|
2019
Q1 | $426K | Sell |
5,763
-49
| -0.8% | -$3.62K | 0.16% | 163 |
|
|
2018
Q4 | $347K | Buy |
5,812
+2,802
| +93% | +$167K | 0.15% | 171 |
|
|
2018
Q3 | $284K | Hold |
3,010
| – | – | 0.1% | 278 |
|
|
2018
Q2 | $226K | Buy |
+3,010
| New | +$226K | 0.08% | 318 |
|