GW&K Investment 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 | $52.3M | Sell |
498,898
-89,650
| -15% | -$9.39M | 0.47% | 72 |
|
|
2025
Q1 | $52M | Sell |
588,548
-15,923
| -3% | -$1.41M | 0.48% | 68 |
|
|
2024
Q4 | $58M | Sell |
604,471
-186,437
| -24% | -$17.9M | 0.49% | 64 |
|
|
2024
Q3 | $64.7M | Buy |
790,908
+2,256
| +0.3% | +$185K | 0.55% | 53 |
|
|
2024
Q2 | $68M | Sell |
788,652
-6,092
| -0.8% | -$525K | 0.62% | 41 |
|
|
2024
Q1 | $64.9M | Sell |
794,744
-14,491
| -2% | -$1.18M | 0.57% | 50 |
|
|
2023
Q4 | $53.7M | Sell |
809,235
-44,963
| -5% | -$2.98M | 0.5% | 71 |
|
|
2023
Q3 | $62.4M | Sell |
854,198
-84,994
| -9% | -$6.21M | 0.63% | 42 |
|
|
2023
Q2 | $59.3M | Sell |
939,192
-7,945
| -0.8% | -$502K | 0.56% | 54 |
|
|
2023
Q1 | $55.6M | Buy |
947,137
+116,382
| +14% | +$6.83M | 0.54% | 68 |
|
|
2022
Q4 | $51.2M | Sell |
830,755
-9,297
| -1% | -$573K | 0.52% | 72 |
|
|
2022
Q3 | $56.4M | Sell |
840,052
-11,531
| -1% | -$775K | 0.62% | 47 |
|
|
2022
Q2 | $52.3M | Buy |
851,583
+45,267
| +6% | +$2.78M | 0.56% | 55 |
|
|
2022
Q1 | $54.4M | Buy |
806,316
+46,645
| +6% | +$3.15M | 0.48% | 76 |
|
|
2021
Q4 | $33.6M | Buy |
759,671
+95,428
| +14% | +$4.22M | 0.28% | 151 |
|
|
2021
Q3 | $43M | Sell |
664,243
-3,466
| -0.5% | -$224K | 0.38% | 108 |
|
|
2021
Q2 | $53.7M | Buy |
667,709
+1,381
| +0.2% | +$111K | 0.47% | 75 |
|
|
2021
Q1 | $45.3M | Buy |
666,328
+8,187
| +1% | +$557K | 0.42% | 92 |
|
|
2020
Q4 | $45.9M | Sell |
658,141
-3,182
| -0.5% | -$222K | 0.48% | 60 |
|
|
2020
Q3 | $34M | Buy |
661,323
+189,696
| +40% | +$9.74M | 0.44% | 87 |
|
|
2020
Q2 | $27.7M | Buy |
471,627
+180,664
| +62% | +$10.6M | 0.39% | 106 |
|
|
2020
Q1 | $14.7M | Buy |
+290,963
| New | +$14.7M | 0.26% | 150 |
|