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Congress Asset Management’s HealthEquity HQY Stock Holding History

Congress Asset Management’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.15M Sell
68,241
-12
-0% -$1.26K 0.05% 207
2025
Q1 		$6.03M Buy
68,253
+42,785
+168% +$3.78M 0.05% 216
2024
Q4 		$2.44M Buy
+25,468
New +$2.44M 0.02% 272