Narus Financial Partners’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Buy |
5,996
+205
| +4% | +$21.5K | 0.2% | 75 |
|
|
2025
Q1 | $512K | Sell |
5,791
-79
| -1% | -$6.98K | 0.17% | 78 |
|
|
2024
Q4 | $563K | Sell |
5,870
-663
| -10% | -$63.6K | 0.19% | 72 |
|
|
2024
Q3 | $535K | Buy |
6,533
+7
| +0.1% | +$573 | 0.19% | 74 |
|
|
2024
Q2 | $563K | Buy |
6,526
+2,110
| +48% | +$182K | 0.23% | 67 |
|
|
2024
Q1 | $360K | Sell |
4,416
-10
| -0.2% | -$816 | 0.15% | 99 |
|
|
2023
Q4 | $293K | Sell |
4,426
-23
| -0.5% | -$1.53K | 0.14% | 104 |
|
|
2023
Q3 | $325K | Hold |
4,449
| – | – | 0.17% | 85 |
|
|
2023
Q2 | $281K | Sell |
4,449
-2
| -0% | -$126 | 0.15% | 93 |
|
|
2023
Q1 | $261K | Hold |
4,451
| – | – | 0.14% | 92 |
|
|
2022
Q4 | $274K | Sell |
4,451
-1
| -0% | -$62 | 0.16% | 92 |
|
|
2022
Q3 | $299K | Hold |
4,452
| – | – | 0.19% | 80 |
|
|
2022
Q2 | $273K | Hold |
4,452
| – | – | 0.17% | 81 |
|
|
2022
Q1 | $300K | Buy |
+4,452
| New | +$300K | 0.17% | 82 |
|
|
2021
Q1 | $266K | Buy |
+3,911
| New | +$266K | 0.16% | 78 |
|
|
2019
Q4 | $241K | Sell |
3,258
-699
| -18% | -$51.8K | 0.17% | 65 |
|
|
2019
Q3 | $226K | Hold |
3,957
| – | – | 0.17% | 65 |
|
|
2019
Q2 | $259K | Buy |
+3,957
| New | +$259K | 0.2% | 60 |
|
|
2017
Q3 | $223K | Sell |
4,410
-42
| -0.9% | -$2.12K | 0.2% | 71 |
|
|
2017
Q2 | $222K | Buy |
+4,452
| New | +$222K | 0.21% | 71 |
|