EP
Eversept Partners’s HealthEquity HQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Sell |
155,868
-196,108
| -56% | -$20.5M | 1.5% | 23 |
|
|
2025
Q1 | $31.1M | Sell |
351,976
-34,721
| -9% | -$3.07M | 3.16% | 7 |
|
|
2024
Q4 | $37.1M | Buy |
386,697
+67,619
| +21% | +$6.49M | 3.29% | 8 |
|
|
2024
Q3 | $26.1M | Sell |
319,078
-94,453
| -23% | -$7.73M | 1.79% | 14 |
|
|
2024
Q2 | $35.6M | Sell |
413,531
-7,814
| -2% | -$674K | 2.44% | 12 |
|
|
2024
Q1 | $34.4M | Sell |
421,345
-73,574
| -15% | -$6.01M | 2.29% | 11 |
|
|
2023
Q4 | $32.8M | Buy |
494,919
+156,403
| +46% | +$10.4M | 2.88% | 8 |
|
|
2023
Q3 | $24.7M | Buy |
+338,516
| New | +$24.7M | 2.09% | 10 |
|
|
2022
Q3 | – | Sell |
-127,043
| Closed | -$7.8M | – | 68 |
|
|
2022
Q2 | $7.8M | Sell |
127,043
-17,097
| -12% | -$1.05M | 0.55% | 35 |
|
|
2022
Q1 | $9.72M | Sell |
144,140
-189,212
| -57% | -$12.8M | 0.75% | 33 |
|
|
2021
Q4 | $14.7M | Buy |
333,352
+218,974
| +191% | +$9.69M | 0.94% | 23 |
|
|
2021
Q3 | $7.41M | Sell |
114,378
-83,122
| -42% | -$5.38M | 0.51% | 41 |
|
|
2021
Q2 | $15.9M | Buy |
+197,500
| New | +$15.9M | 1.06% | 21 |
|