Inspire Investing’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675K | Sell |
6,444
-1,085
| -14% | -$114K | 0.07% | 250 |
|
|
2025
Q1 | $665K | Buy |
7,529
+597
| +9% | +$52.8K | 0.08% | 247 |
|
|
2024
Q4 | $665K | Sell |
6,932
-17,095
| -71% | -$1.64M | 0.07% | 284 |
|
|
2024
Q3 | $1.97M | Buy |
24,027
+10,312
| +75% | +$844K | 0.2% | 116 |
|
|
2024
Q2 | $1.18M | Sell |
13,715
-1,882
| -12% | -$162K | 0.14% | 182 |
|
|
2024
Q1 | $1.27M | Buy |
15,597
+9,818
| +170% | +$801K | 0.13% | 186 |
|
|
2023
Q4 | $383K | Buy |
5,779
+1,580
| +38% | +$105K | 0.04% | 632 |
|
|
2023
Q3 | $307K | Sell |
4,199
-10,308
| -71% | -$753K | 0.04% | 574 |
|
|
2023
Q2 | $916K | Buy |
14,507
+9,881
| +214% | +$624K | 0.11% | 218 |
|
|
2023
Q1 | $272K | Buy |
4,626
+796
| +21% | +$46.7K | 0.03% | 718 |
|
|
2022
Q4 | $236K | Buy |
3,830
+751
| +24% | +$46.3K | 0.03% | 468 |
|
|
2022
Q3 | $207K | Sell |
3,079
-367
| -11% | -$24.7K | 0.03% | 488 |
|
|
2022
Q2 | $212K | Sell |
3,446
-4
| -0.1% | -$246 | 0.03% | 530 |
|
|
2022
Q1 | $233K | Sell |
3,450
-2,088
| -38% | -$141K | 0.03% | 753 |
|
|
2021
Q4 | $245K | Buy |
5,538
+1,988
| +56% | +$87.9K | 0.03% | 727 |
|
|
2021
Q3 | $230K | Buy |
+3,550
| New | +$230K | 0.03% | 592 |
|
|
2018
Q1 | – | Sell |
-2,031
| Closed | -$95K | – | 416 |
|
|
2017
Q4 | $95K | Buy |
+2,031
| New | +$95K | 0.08% | 204 |
|