HC Advisors’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 | $930K | Hold |
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|
2025
Q1 | $785K | Sell |
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|
2024
Q4 | $866K | Sell |
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|
2024
Q3 | $952K | Sell |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $975K | Sell |
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|
2023
Q4 | $804K | Hold |
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|
2023
Q3 | $885K | Buy |
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|
2023
Q2 | $764K | Hold |
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|
2023
Q1 | $710K | Hold |
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|
2022
Q4 | $746K | Hold |
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|
2022
Q3 | $812K | Hold |
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|
2022
Q2 | $743K | Sell |
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|
2022
Q1 | $829K | Buy |
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