DF Dent & 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
Q2 | $29.8M | Buy |
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|
2025
Q1 | $24.7M | Sell |
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|
2024
Q4 | $27.6M | Sell |
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|
2024
Q3 | $24.3M | Buy |
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|
2024
Q2 | $20.2M | Sell |
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|
2024
Q1 | $20.6M | Sell |
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|
2023
Q4 | $16.8M | Buy |
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|
2023
Q3 | $18.1M | Sell |
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|
2023
Q2 | $15.9M | Sell |
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|
2023
Q1 | $14.9M | Buy |
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|
2022
Q4 | $14.4M | Sell |
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|
2022
Q3 | $19.1M | Sell |
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|
2022
Q2 | $17.7M | Sell |
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|
2022
Q1 | $20.5M | Buy |
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|
2021
Q4 | $9.27M | Sell |
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|
2021
Q3 | $14.5M | Buy |
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|
2021
Q2 | $16.4M | Buy |
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|
2021
Q1 | $13M | Buy |
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|
2020
Q4 | $9.94M | Buy |
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|
2020
Q3 | $6.61M | Buy |
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|
2020
Q2 | $5.38M | Buy |
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