Mariner’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.98M Buy
28,434
+14,966
+111% +$1.57M ﹤0.01% 1103
2025
Q1
$1.19M Buy
13,468
+159
+1% +$14.1K ﹤0.01% 1574
2024
Q4
$1.28M Buy
13,309
+239
+2% +$22.9K ﹤0.01% 1488
2024
Q3
$1.07M Sell
13,070
-578
-4% -$47.3K ﹤0.01% 1552
2024
Q2
$1.18M Sell
13,648
-28
-0.2% -$2.41K ﹤0.01% 1406
2024
Q1
$1.12M Sell
13,676
-616
-4% -$50.3K ﹤0.01% 1431
2023
Q4
$948K Sell
14,292
-691
-5% -$45.8K ﹤0.01% 1468
2023
Q3
$1.09M Buy
14,983
+345
+2% +$25.2K ﹤0.01% 1267
2023
Q2
$924K Sell
14,638
-1,671
-10% -$106K ﹤0.01% 1357
2023
Q1
$957K Sell
16,309
-2,052
-11% -$120K ﹤0.01% 1289
2022
Q4
$1.13M Buy
18,361
+1,900
+12% +$117K ﹤0.01% 1175
2022
Q3
$1.11M Buy
+16,461
New +$1.11M ﹤0.01% 1004