Moody Aldrich Partners’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.46M | Buy |
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|
2025
Q1 | $6M | Buy |
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|
2024
Q4 | $4.4M | Sell |
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|
2024
Q3 | $4.66M | Sell |
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|
2024
Q2 | $5M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $6.56M | Buy |
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|
2023
Q2 | $3.43M | Buy |
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|
2023
Q1 | $2.45M | Sell |
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|
2022
Q4 | $4.52M | Sell |
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|
2022
Q3 | $5.05M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.88M | Sell |
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|
2021
Q1 | $4.9M | Sell |
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|
2020
Q4 | $6.35M | Buy |
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|
2020
Q3 | $4.67M | Buy |
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|
2020
Q2 | $5.21M | Buy |
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|
2020
Q1 | $1.6M | Buy |
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|
2019
Q4 | $2.27M | Buy |
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|
2019
Q3 | $1.33M | Buy |
|