NorthCrest Asset Manangement’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $622K | Buy |
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|
2025
Q3 | $587K | Buy |
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|
2025
Q2 | $658K | Buy |
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|
2025
Q1 | $567K | Buy |
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|
2024
Q4 | $614K | Buy |
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|
2024
Q3 | $524K | Buy |
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|
2024
Q2 | $552K | Hold |
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|
2024
Q1 | $522K | Sell |
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|
2023
Q4 | $451K | Hold |
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|
2023
Q3 | $497K | Hold |
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|
2023
Q2 | $429K | Hold |
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|
2023
Q1 | $399K | Buy |
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|
2022
Q4 | $382K | Buy |
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|
2022
Q3 | $410K | Hold |
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|
2022
Q2 | $374K | Hold |
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|
2022
Q1 | $411K | Buy |
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