FRM
Fox Run Management’s HealthEquity HQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915K | Buy |
+8,738
| New | +$915K | 0.15% | 220 |
|
|
2022
Q3 | – | Sell |
-8,249
| Closed | -$506K | – | 705 |
|
|
2022
Q2 | $506K | Buy |
+8,249
| New | +$506K | 0.25% | 113 |
|
|
2020
Q3 | – | Sell |
-3,667
| Closed | -$215K | – | 240 |
|
|
2020
Q2 | $215K | Buy |
+3,667
| New | +$215K | 0.28% | 192 |
|
|
2019
Q3 | – | Sell |
-3,409
| Closed | -$223K | – | 454 |
|
|
2019
Q2 | $223K | Buy |
3,409
+187
| +6% | +$12.2K | 0.15% | 334 |
|
|
2019
Q1 | $238K | Buy |
+3,222
| New | +$238K | 0.13% | 345 |
|
|
2018
Q3 | – | Sell |
-3,295
| Closed | -$247K | – | 678 |
|
|
2018
Q2 | $247K | Buy |
+3,295
| New | +$247K | 0.08% | 505 |
|
|
2017
Q1 | – | Sell |
-10,700
| Closed | -$434K | – | 654 |
|
|
2016
Q4 | $434K | Buy |
+10,700
| New | +$434K | 0.23% | 175 |
|