Pier Capital’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-83,625
| Closed | -$8.02M | – | 122 |
|
|
2024
Q4 | $8.02M | Buy |
+83,625
| New | +$8.02M | 1.14% | 45 |
|
|
2023
Q4 | – | Sell |
-53,832
| Closed | -$3.93M | – | 128 |
|
|
2023
Q3 | $3.93M | Buy |
+53,832
| New | +$3.93M | 0.63% | 77 |
|
|
2022
Q4 | – | Sell |
-75,353
| Closed | -$5.06M | – | 113 |
|
|
2022
Q3 | $5.06M | Sell |
75,353
-56,215
| -43% | -$3.78M | 0.87% | 65 |
|
|
2022
Q2 | $8.08M | Sell |
131,568
-38,325
| -23% | -$2.35M | 1.38% | 21 |
|
|
2022
Q1 | $11.5M | Sell |
169,893
-115,932
| -41% | -$7.82M | 1.46% | 12 |
|
|
2021
Q4 | $12.6M | Buy |
285,825
+174,544
| +157% | +$7.72M | 1.33% | 15 |
|
|
2021
Q3 | $7.21M | Sell |
111,281
-12,473
| -10% | -$808K | 0.75% | 76 |
|
|
2021
Q2 | $9.96M | Sell |
123,754
-17,293
| -12% | -$1.39M | 1% | 64 |
|
|
2021
Q1 | $9.59M | Buy |
141,047
+5,959
| +4% | +$405K | 0.91% | 71 |
|
|
2020
Q4 | $9.42M | Buy |
135,088
+24,807
| +22% | +$1.73M | 1% | 60 |
|
|
2020
Q3 | $5.67M | Buy |
110,281
+27,705
| +34% | +$1.42M | 0.83% | 76 |
|
|
2020
Q2 | $4.85M | Buy |
82,576
+16,059
| +24% | +$942K | 0.78% | 77 |
|
|
2020
Q1 | $3.37M | Sell |
66,517
-31,420
| -32% | -$1.59M | 0.74% | 71 |
|
|
2019
Q4 | $7.25M | Buy |
97,937
+12,383
| +14% | +$917K | 1.19% | 32 |
|
|
2019
Q3 | $4.89M | Buy |
85,554
+12,363
| +17% | +$706K | 0.83% | 71 |
|
|
2019
Q2 | $4.79M | Buy |
73,191
+2,422
| +3% | +$158K | 0.74% | 83 |
|
|
2019
Q1 | $5.24M | Buy |
70,769
+8,104
| +13% | +$599K | 0.81% | 74 |
|
|
2018
Q4 | $3.74M | Sell |
62,665
-37,558
| -37% | -$2.24M | 0.74% | 79 |
|
|
2018
Q3 | $9.46M | Buy |
100,223
+614
| +0.6% | +$58K | 1.19% | 15 |
|
|
2018
Q2 | $7.48M | Buy |
99,609
+47,169
| +90% | +$3.54M | 1.03% | 41 |
|
|
2018
Q1 | $3.18M | Sell |
52,440
-64,226
| -55% | -$3.89M | 0.54% | 93 |
|
|
2017
Q4 | $5.44M | Sell |
116,666
-62,920
| -35% | -$2.94M | 0.93% | 72 |
|
|
2017
Q3 | $9.08M | Buy |
179,586
+49,798
| +38% | +$2.52M | 1.58% | 1 |
|
|
2017
Q2 | $6.47M | Sell |
129,788
-4,671
| -3% | -$233K | 1.12% | 20 |
|
|
2017
Q1 | $5.71M | Buy |
+134,459
| New | +$5.71M | 0.98% | 60 |
|