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