Manchester Capital Management’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.92K	Hold	23	–	–	﹤0.01%	1028
2025 Q4	$2.11K	Hold	23	–	–	﹤0.01%	1014
2025 Q3	$2.18K	Hold	23	–	–	﹤0.01%	1068
2025 Q2	$2.41K	Sell	23 -26	-53%	-$2.46K	﹤0.01%	984
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%	921
2024 Q2	$4.22K	Hold	49	–	–	﹤0.01%	868
2024 Q1	$4K	Hold	49	–	–	﹤0.01%	758
2023 Q4	$3.25K	Hold	49	–	–	﹤0.01%	760
2023 Q3	$3.58K	Hold	49	–	–	﹤0.01%	694
2023 Q2	$3.09K	Buy	49 +8	+20%	+$464	﹤0.01%	680
2023 Q1	$2.41K	Buy	41 +7	+21%	+$425	﹤0.01%	760
2022 Q4	$2.1K	Sell	34 -7	-17%	-$470	﹤0.01%	693
2022 Q3	$3K	Buy	41 +7	+21%	+$443	﹤0.01%	579
2022 Q2	$2K	Sell	34 -56	-62%	-$3.59K	﹤0.01%	711
2022 Q1	$6K	Sell	90 -46	-34%	-$2.48K	﹤0.01%	615
2021 Q4	$6K	Buy	136 +38	+39%	+$2.21K	﹤0.01%	637
2021 Q3	$6K	Buy	+98	New	+$6.81K	﹤0.01%	654
2019 Q2	–	Sell	-489	Closed	-$36K	–	599
2019 Q1	$36K	Buy	+489	New	+$34.4K	﹤0.01%	445