Osterweis Capital Management’s HealthEquity HQY Stock Holding History

Osterweis Capital Management’s Portfolio HQY Stock Details HQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$5.87M	Sell
2023 Q2	$6.09M	Buy
2023 Q1	$4.59M	Sell
2022 Q4	$5.38M	Buy
2022 Q3	$3.33M	Buy
2017 Q2	–	Sell
2017 Q1	$1.19M	Buy