OMC
Overbrook Management Corp’s HealthEquity HQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.97M | Sell |
47,485
-21,931
| -32% | -$2.3M | 0.93% | 27 |
|
|
2025
Q1 | $6.13M | Sell |
69,416
-3,867
| -5% | -$342K | 1.44% | 27 |
|
|
2024
Q4 | $7.03M | Sell |
73,283
-261
| -0.4% | -$25K | 1.51% | 26 |
|
|
2024
Q3 | $6.02M | Sell |
73,544
-68,957
| -48% | -$5.64M | 1.38% | 26 |
|
|
2024
Q2 | $12.3M | Buy |
+142,501
| New | +$12.3M | 3.1% | 13 |
|