Narus Financial 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
Q3 | $516K | Sell |
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|
2025
Q2 | $628K | Buy |
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|
2025
Q1 | $512K | Sell |
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|
2024
Q4 | $563K | Sell |
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|
2024
Q3 | $535K | Buy |
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|
2024
Q2 | $563K | Buy |
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|
2024
Q1 | $360K | Sell |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $325K | Hold |
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|
2023
Q2 | $281K | Sell |
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|
2023
Q1 | $261K | Hold |
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|
2022
Q4 | $274K | Sell |
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|
2022
Q3 | $299K | Hold |
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|
2022
Q2 | $273K | Hold |
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|
2022
Q1 | $300K | Buy |
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|
2021
Q1 | $266K | Buy |
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|
2019
Q4 | $241K | Sell |
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|
2019
Q3 | $226K | Hold |
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|
2019
Q2 | $259K | Buy |
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|
2017
Q3 | $223K | Sell |
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|
2017
Q2 | $222K | Buy |
|