Manchester Capital 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 | $2.41K | Sell |
23
-26
| -53% | -$2.72K | ﹤0.01% | 983 |
|
|
2025
Q1 | $4.33K | Hold |
49
| – | – | ﹤0.01% | 920 |
|
|
2024
Q4 | $4.7K | Hold |
49
| – | – | ﹤0.01% | 901 |
|
|
2024
Q3 | $4.01K | Hold |
49
| – | – | ﹤0.01% | 920 |
|
|
2024
Q2 | $4.22K | Hold |
49
| – | – | ﹤0.01% | 867 |
|
|
2024
Q1 | $4K | Hold |
49
| – | – | ﹤0.01% | 757 |
|
|
2023
Q4 | $3.25K | Hold |
49
| – | – | ﹤0.01% | 758 |
|
|
2023
Q3 | $3.58K | Hold |
49
| – | – | ﹤0.01% | 693 |
|
|
2023
Q2 | $3.09K | Buy |
49
+8
| +20% | +$505 | ﹤0.01% | 679 |
|
|
2023
Q1 | $2.41K | Buy |
41
+7
| +21% | +$411 | ﹤0.01% | 760 |
|
|
2022
Q4 | $2.1K | Sell |
34
-7
| -17% | -$432 | ﹤0.01% | 692 |
|
|
2022
Q3 | $3K | Buy |
41
+7
| +21% | +$512 | ﹤0.01% | 577 |
|
|
2022
Q2 | $2K | Sell |
34
-56
| -62% | -$3.29K | ﹤0.01% | 709 |
|
|
2022
Q1 | $6K | Sell |
90
-46
| -34% | -$3.07K | ﹤0.01% | 615 |
|
|
2021
Q4 | $6K | Buy |
136
+38
| +39% | +$1.68K | ﹤0.01% | 637 |
|
|
2021
Q3 | $6K | Buy |
+98
| New | +$6K | ﹤0.01% | 654 |
|
|
2019
Q2 | – | Sell |
-489
| Closed | -$36K | – | 596 |
|
|
2019
Q1 | $36K | Buy |
+489
| New | +$36K | ﹤0.01% | 443 |
|