Oberweis Asset Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
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|
2025
Q1 | $9.36M | Buy |
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|
2024
Q4 | $8.78M | Buy |
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|
2024
Q3 | $6.91M | Buy |
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|
2024
Q2 | $5.57M | Buy |
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|
2024
Q1 | $4.19M | Buy |
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|
2023
Q4 | $2.57M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $3.51M | Sell |
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|
2017
Q2 | $3.47M | Sell |
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|
2017
Q1 | $2.98M | Sell |
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|
2016
Q4 | $3.16M | Sell |
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|
2016
Q3 | $6.01M | Sell |
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|
2016
Q2 | $5.33M | Buy |
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|
2016
Q1 | $3.9M | Sell |
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|
2015
Q4 | $3.99M | Sell |
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|
2015
Q3 | $4.83M | Sell |
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|
2015
Q2 | $7.84M | Sell |
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|
2015
Q1 | $6.29M | Sell |
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|
2014
Q4 | $6.48M | Sell |
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|
2014
Q3 | $4.77M | Buy |
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