IEQ Capital’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
2,828
-117
| -4% | -$12.3K | ﹤0.01% | 1403 |
|
|
2025
Q1 | $260K | Buy |
2,945
+123
| +4% | +$10.9K | ﹤0.01% | 1244 |
|
|
2024
Q4 | $271K | Hold |
2,822
| – | – | ﹤0.01% | 1068 |
|
|
2024
Q3 | $231K | Hold |
2,822
| – | – | ﹤0.01% | 1016 |
|
|
2024
Q2 | $243K | Hold |
2,822
| – | – | ﹤0.01% | 857 |
|
|
2024
Q1 | $230K | Sell |
2,822
-2,178
| -44% | -$178K | ﹤0.01% | 845 |
|
|
2023
Q4 | $332K | Sell |
5,000
-21
| -0.4% | -$1.39K | 0.01% | 703 |
|
|
2023
Q3 | $367K | Buy |
+5,021
| New | +$367K | 0.01% | 661 |
|