Madison Asset Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.35M | Sell |
60,661
-8,703
| -13% | -$912K | 0.07% | 154 |
|
|
2025
Q1 | $6.13M | Sell |
69,364
-791
| -1% | -$69.9K | 0.07% | 153 |
|
|
2024
Q4 | $6.73M | Buy |
70,155
+3,696
| +6% | +$355K | 0.08% | 151 |
|
|
2024
Q3 | $5.44M | Buy |
66,459
+12,287
| +23% | +$1.01M | 0.06% | 163 |
|
|
2024
Q2 | $4.67M | Buy |
54,172
+313
| +0.6% | +$27K | 0.06% | 177 |
|
|
2024
Q1 | $4.4M | Buy |
53,859
+5,223
| +11% | +$426K | 0.05% | 181 |
|
|
2023
Q4 | $3.22M | Buy |
48,636
+34,801
| +252% | +$2.31M | 0.04% | 217 |
|
|
2023
Q3 | $1.01M | Buy |
+13,835
| New | +$1.01M | 0.01% | 278 |
|