Pictet Asset Management (Switzerland)’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $568K | Sell |
9,000
-1,650
| -15% | -$104K | ﹤0.01% | 1183 |
|
|
2023
Q1 | $625K | Buy |
10,650
+793
| +8% | +$46.6K | ﹤0.01% | 1140 |
|
|
2022
Q4 | $608K | Buy |
9,857
+4,219
| +75% | +$260K | ﹤0.01% | 1160 |
|
|
2022
Q3 | $379K | Buy |
5,638
+231
| +4% | +$15.5K | ﹤0.01% | 1153 |
|
|
2022
Q2 | $332K | Hold |
5,407
| – | – | ﹤0.01% | 1227 |
|
|
2022
Q1 | $365K | Sell |
5,407
-203,382
| -97% | -$13.7M | ﹤0.01% | 1257 |
|
|
2021
Q4 | $9.24M | Buy |
208,789
+1,139
| +0.5% | +$50.4K | 0.01% | 684 |
|
|
2021
Q3 | $13.4M | Buy |
+207,650
| New | +$13.4M | 0.01% | 605 |
|