Everence Capital 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
Q3
$230K Hold
2025
Q2
$255K Hold
2025
Q1
$215K Hold
2024
Q4
$233K Buy
2018
Q3
Sell
2018
Q2
$306K Hold
2018
Q1
$246K Buy
2017
Q4
Sell
2017
Q3
$206K Hold
2017
Q2
$203K Buy