Everence Capital 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 | $255K | Hold |
2,430
| – | – | 0.02% | 650 |
|
|
2025
Q1 | $215K | Hold |
2,430
| – | – | 0.01% | 720 |
|
|
2024
Q4 | $233K | Buy |
+2,430
| New | +$233K | 0.02% | 710 |
|
|
2018
Q3 | – | Sell |
-4,070
| Closed | -$306K | – | 445 |
|
|
2018
Q2 | $306K | Hold |
4,070
| – | – | 0.06% | 305 |
|
|
2018
Q1 | $246K | Buy |
+4,070
| New | +$246K | 0.05% | 350 |
|
|
2017
Q4 | – | Sell |
-4,070
| Closed | -$206K | – | 432 |
|
|
2017
Q3 | $206K | Hold |
4,070
| – | – | 0.05% | 361 |
|
|
2017
Q2 | $203K | Buy |
+4,070
| New | +$203K | 0.05% | 350 |
|