HC Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $930K | Hold |
8,880
| – | – | 0.66% | 24 |
|
|
2025
Q1 | $785K | Sell |
8,880
-150
| -2% | -$13.3K | 0.59% | 24 |
|
|
2024
Q4 | $866K | Sell |
9,030
-2,604
| -22% | -$250K | 0.7% | 23 |
|
|
2024
Q3 | $952K | Sell |
11,634
-139
| -1% | -$11.4K | 0.78% | 22 |
|
|
2024
Q2 | $1.01M | Sell |
11,773
-176
| -1% | -$15.2K | 0.94% | 22 |
|
|
2024
Q1 | $975K | Sell |
11,949
-171
| -1% | -$14K | 0.46% | 42 |
|
|
2023
Q4 | $804K | Hold |
12,120
| – | – | 0.45% | 41 |
|
|
2023
Q3 | $885K | Buy |
12,120
+25
| +0.2% | +$1.83K | 0.53% | 36 |
|
|
2023
Q2 | $764K | Hold |
12,095
| – | – | 0.44% | 39 |
|
|
2023
Q1 | $710K | Hold |
12,095
| – | – | 0.44% | 41 |
|
|
2022
Q4 | $746K | Hold |
12,095
| – | – | 0.51% | 39 |
|
|
2022
Q3 | $812K | Hold |
12,095
| – | – | 0.56% | 39 |
|
|
2022
Q2 | $743K | Sell |
12,095
-200
| -2% | -$12.3K | 0.53% | 38 |
|
|
2022
Q1 | $829K | Buy |
+12,295
| New | +$829K | 0.53% | 38 |
|