O'Shaughnessy 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 | $841K | Sell |
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|
2025
Q1 | $722K | Buy |
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|
2024
Q4 | $445K | Buy |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $432K | Sell |
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|
2024
Q1 | $426K | Buy |
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|
2023
Q4 | $333K | Sell |
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|
2023
Q3 | $453K | Buy |
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|
2023
Q2 | $319K | Buy |
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|
2023
Q1 | $288K | Sell |
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|
2022
Q4 | $446K | Sell |
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|
2022
Q3 | $501K | Sell |
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|
2022
Q2 | $465K | Buy |
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|
2022
Q1 | $508K | Buy |
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|
2021
Q4 | $331K | Hold |
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|
2021
Q3 | $485K | Buy |
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|
2021
Q2 | $477K | Buy |
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|
2021
Q1 | $383K | Buy |
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|
2020
Q4 | $270K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $101K | Sell |
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|
2017
Q2 | $131K | Sell |
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|
2017
Q1 | $113K | Hold |
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|
2016
Q4 | $108K | Buy |
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