Cresset Asset 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 | $289K | Sell |
2,759
-2,588
| -48% | -$271K | ﹤0.01% | 1315 |
|
|
2025
Q1 | $473K | Buy |
5,347
+1,317
| +33% | +$116K | ﹤0.01% | 1080 |
|
|
2024
Q4 | $387K | Sell |
4,030
-288
| -7% | -$27.6K | ﹤0.01% | 1188 |
|
|
2024
Q3 | $353K | Buy |
4,318
+721
| +20% | +$59K | ﹤0.01% | 1691 |
|
|
2024
Q2 | $310K | Buy |
3,597
+1,102
| +44% | +$95K | ﹤0.01% | 1663 |
|
|
2024
Q1 | $204K | Buy |
+2,495
| New | +$204K | ﹤0.01% | 1751 |
|
|
2023
Q1 | – | Sell |
-3,350
| Closed | -$206K | – | 838 |
|
|
2022
Q4 | $206K | Buy |
+3,350
| New | +$206K | ﹤0.01% | 629 |
|