EFG Asset Management’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
$4.67M Buy
2025
Q1
$3.48M Sell
2024
Q4
$4.38M Buy
2024
Q3
$1.83M Buy
2024
Q2
$1.43M Buy