Gotham Asset 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 | $1.74M | Buy |
+16,650
| New | +$1.74M | 0.01% | 968 |
|
|
2024
Q4 | – | Sell |
-17,596
| Closed | -$1.44M | – | 1463 |
|
|
2024
Q3 | $1.44M | Buy |
17,596
+13,886
| +374% | +$1.14M | 0.01% | 822 |
|
|
2024
Q2 | $320K | Buy |
+3,710
| New | +$320K | ﹤0.01% | 1211 |
|
|
2024
Q1 | – | Sell |
-18,274
| Closed | -$1.21M | – | 1414 |
|
|
2023
Q4 | $1.21M | Buy |
18,274
+3,170
| +21% | +$210K | 0.02% | 741 |
|
|
2023
Q3 | $1.1M | Buy |
+15,104
| New | +$1.1M | 0.02% | 742 |
|
|
2020
Q1 | – | Sell |
-17,477
| Closed | -$1.3M | – | 1131 |
|
|
2019
Q4 | $1.3M | Sell |
17,477
-96,617
| -85% | -$7.16M | 0.02% | 574 |
|
|
2019
Q3 | $6.52M | Buy |
114,094
+46,457
| +69% | +$2.65M | 0.12% | 232 |
|
|
2019
Q2 | $4.42M | Buy |
+67,637
| New | +$4.42M | 0.07% | 341 |
|