EFG 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 | $4.67M | Buy |
44,594
+5,175
| +13% | +$542K | 0.66% | 58 |
|
|
2025
Q1 | $3.48M | Sell |
39,419
-6,228
| -14% | -$550K | 0.58% | 55 |
|
|
2024
Q4 | $4.38M | Buy |
45,647
+23,247
| +104% | +$2.23M | 0.6% | 49 |
|
|
2024
Q3 | $1.83M | Buy |
22,400
+5,837
| +35% | +$478K | 0.31% | 142 |
|
|
2024
Q2 | $1.43M | Buy |
+16,563
| New | +$1.43M | 0.25% | 157 |
|