Holocene 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
Q1 | – | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.25M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $701K | Sell |
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|
2022
Q2 | $990K | Sell |
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|
2022
Q1 | $1.33M | Sell |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $1.78M | Buy |
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|
2021
Q2 | $1.3M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.16M | Sell |
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|
2020
Q3 | $1.59M | Buy |
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|
2020
Q2 | $717K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $303K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $435K | Buy |
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