Oberweis Asset Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
113,820
+7,920
| +7% | +$830K | 0.52% | 76 |
|
|
2025
Q1 | $9.36M | Buy |
105,900
+14,400
| +16% | +$1.27M | 0.47% | 76 |
|
|
2024
Q4 | $8.78M | Buy |
91,500
+7,100
| +8% | +$681K | 0.41% | 93 |
|
|
2024
Q3 | $6.91M | Buy |
84,400
+19,800
| +31% | +$1.62M | 0.35% | 106 |
|
|
2024
Q2 | $5.57M | Buy |
64,600
+13,300
| +26% | +$1.15M | 0.34% | 113 |
|
|
2024
Q1 | $4.19M | Buy |
51,300
+12,600
| +33% | +$1.03M | 0.3% | 130 |
|
|
2023
Q4 | $2.57M | Buy |
+38,700
| New | +$2.57M | 0.24% | 151 |
|
|
2017
Q4 | – | Sell |
-69,440
| Closed | -$3.51M | – | 238 |
|
|
2017
Q3 | $3.51M | Sell |
69,440
-200
| -0.3% | -$10.1K | 0.98% | 35 |
|
|
2017
Q2 | $3.47M | Sell |
69,640
-630
| -0.9% | -$31.4K | 0.95% | 35 |
|
|
2017
Q1 | $2.98M | Sell |
70,270
-7,708
| -10% | -$327K | 0.88% | 40 |
|
|
2016
Q4 | $3.16M | Sell |
77,978
-80,697
| -51% | -$3.27M | 0.94% | 35 |
|
|
2016
Q3 | $6.01M | Sell |
158,675
-16,700
| -10% | -$632K | 1.73% | 17 |
|
|
2016
Q2 | $5.33M | Buy |
175,375
+17,300
| +11% | +$526K | 1.58% | 20 |
|
|
2016
Q1 | $3.9M | Sell |
158,075
-1,150
| -0.7% | -$28.4K | 1.13% | 32 |
|
|
2015
Q4 | $3.99M | Sell |
159,225
-4,240
| -3% | -$106K | 1.12% | 30 |
|
|
2015
Q3 | $4.83M | Sell |
163,465
-81,240
| -33% | -$2.4M | 1.41% | 29 |
|
|
2015
Q2 | $7.84M | Sell |
244,705
-6,860
| -3% | -$220K | 2.08% | 16 |
|
|
2015
Q1 | $6.29M | Sell |
251,565
-3,000
| -1% | -$75K | 1.77% | 19 |
|
|
2014
Q4 | $6.48M | Sell |
254,565
-5,840
| -2% | -$149K | 1.93% | 24 |
|
|
2014
Q3 | $4.77M | Buy |
+260,405
| New | +$4.77M | 1.31% | 34 |
|