GW&K Investment 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 | $52.3M | Sell |
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|
2025
Q1 | $52M | Sell |
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|
2024
Q4 | $58M | Sell |
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|
2024
Q3 | $64.7M | Buy |
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|
2024
Q2 | $68M | Sell |
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|
2024
Q1 | $64.9M | Sell |
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|
2023
Q4 | $53.7M | Sell |
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|
2023
Q3 | $62.4M | Sell |
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|
2023
Q2 | $59.3M | Sell |
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|
2023
Q1 | $55.6M | Buy |
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|
2022
Q4 | $51.2M | Sell |
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|
2022
Q3 | $56.4M | Sell |
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|
2022
Q2 | $52.3M | Buy |
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|
2022
Q1 | $54.4M | Buy |
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|
2021
Q4 | $33.6M | Buy |
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|
2021
Q3 | $43M | Sell |
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|
2021
Q2 | $53.7M | Buy |
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|
2021
Q1 | $45.3M | Buy |
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|
2020
Q4 | $45.9M | Sell |
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|
2020
Q3 | $34M | Buy |
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|
2020
Q2 | $27.7M | Buy |
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|
2020
Q1 | $14.7M | Buy |
|