Davenport & Co’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $36.8M | Buy |
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|
2025
Q2 | $32.7M | Sell |
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|
2025
Q1 | $30.4M | Sell |
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|
2024
Q4 | $38.3M | Sell |
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|
2024
Q3 | $39.3M | Buy |
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|
2024
Q2 | $34.9M | Sell |
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|
2024
Q1 | $35.4M | Sell |
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|
2023
Q4 | $33.6M | Buy |
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|
2023
Q3 | $28.2M | Buy |
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|
2023
Q2 | $24M | Buy |
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|
2023
Q1 | $5.01M | Buy |
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|
2022
Q4 | $5.07M | Buy |
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|
2022
Q3 | $4.88M | Buy |
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|
2022
Q2 | $4.36M | Sell |
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|
2022
Q1 | $4.87M | Buy |
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|
2021
Q4 | $2.94M | Buy |
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|
2021
Q3 | $1.95M | Buy |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | $1.16M | Sell |
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|
2020
Q4 | $1.63M | Sell |
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|
2020
Q3 | $1.55M | Buy |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $223K | Buy |
|