Fuller & Thaler Asset 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
Q2 | $50.5K | Sell |
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|
2025
Q1 | $66.9K | Sell |
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|
2024
Q4 | $48.2M | Buy |
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|
2024
Q3 | $37.9M | Buy |
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|
2024
Q2 | $34.6M | Buy |
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|
2024
Q1 | $25.9M | Buy |
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|
2023
Q4 | $15.1M | Buy |
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|
2023
Q3 | $15M | Buy |
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|
2023
Q2 | $11.9M | Buy |
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|
2020
Q2 | – | Sell |
|
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|
2020
Q1 | $6.36M | Sell |
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|
2019
Q4 | $9.52M | Sell |
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|
2019
Q3 | $7.5M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $3K | Buy |
|