MAP
Moody Aldrich Partners’s HealthEquity HQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.46M | Buy |
71,215
+3,335
| +5% | +$349K | 1.44% | 11 |
|
|
2025
Q1 | $6M | Buy |
67,880
+21,983
| +48% | +$1.94M | 1.26% | 22 |
|
|
2024
Q4 | $4.4M | Sell |
45,897
-10,998
| -19% | -$1.06M | 0.82% | 54 |
|
|
2024
Q3 | $4.66M | Sell |
56,895
-1,151
| -2% | -$94.2K | 0.85% | 54 |
|
|
2024
Q2 | $5M | Buy |
+58,046
| New | +$5M | 0.98% | 36 |
|
|
2023
Q4 | – | Sell |
-89,816
| Closed | -$6.56M | – | 206 |
|
|
2023
Q3 | $6.56M | Buy |
89,816
+35,476
| +65% | +$2.59M | 1.24% | 22 |
|
|
2023
Q2 | $3.43M | Buy |
54,340
+12,545
| +30% | +$792K | 0.67% | 64 |
|
|
2023
Q1 | $2.45M | Sell |
41,795
-31,580
| -43% | -$1.85M | 0.5% | 78 |
|
|
2022
Q4 | $4.52M | Sell |
73,375
-1,852
| -2% | -$114K | 0.92% | 44 |
|
|
2022
Q3 | $5.05M | Buy |
+75,227
| New | +$5.05M | 1.04% | 38 |
|
|
2021
Q3 | – | Sell |
-35,717
| Closed | -$2.88M | – | 176 |
|
|
2021
Q2 | $2.88M | Sell |
35,717
-36,321
| -50% | -$2.92M | 0.4% | 89 |
|
|
2021
Q1 | $4.9M | Sell |
72,038
-19,008
| -21% | -$1.29M | 0.71% | 64 |
|
|
2020
Q4 | $6.35M | Buy |
91,046
+58
| +0.1% | +$4.04K | 1.02% | 37 |
|
|
2020
Q3 | $4.67M | Buy |
90,988
+2,180
| +2% | +$112K | 0.98% | 44 |
|
|
2020
Q2 | $5.21M | Buy |
88,808
+57,180
| +181% | +$3.35M | 1.11% | 33 |
|
|
2020
Q1 | $1.6M | Buy |
31,628
+1,033
| +3% | +$52.3K | 0.48% | 77 |
|
|
2019
Q4 | $2.27M | Buy |
30,595
+7,337
| +32% | +$543K | 0.47% | 84 |
|
|
2019
Q3 | $1.33M | Buy |
+23,258
| New | +$1.33M | 0.35% | 87 |
|