Iron Triangle Partners’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-335,614
| Closed | -$32.2M | – | 30 |
|
2024
Q4 | $32.2M | Buy |
+335,614
| New | +$32.2M | 3.54% | 14 |
|
2022
Q4 | – | Sell |
-440,000
| Closed | -$29.6M | – | 31 |
|
2022
Q3 | $29.6M | Sell |
440,000
-45,541
| -9% | -$3.06M | 5.17% | 5 |
|
2022
Q2 | $29.8M | Sell |
485,541
-1,321
| -0.3% | -$81.1K | 3.87% | 10 |
|
2022
Q1 | $32.8M | Buy |
+486,862
| New | +$32.8M | 3.91% | 14 |
|