Premier Fund Managers’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.3M | Buy |
612,927
+202,935
| +49% | +$21.3M | 2.35% | 11 |
|
|
2025
Q1 | $35.6M | Buy |
409,992
+398,916
| +3,602% | +$34.6M | 1.33% | 34 |
|
|
2024
Q4 | $1.07M | Buy |
11,076
+2,046
| +23% | +$198K | 0.04% | 128 |
|
|
2024
Q3 | $722K | Hold |
9,030
| – | – | 0.03% | 144 |
|
|
2024
Q2 | $761K | Hold |
9,030
| – | – | 0.03% | 132 |
|
|
2024
Q1 | $720K | Sell |
9,030
-1,480
| -14% | -$118K | 0.03% | 133 |
|
|
2023
Q4 | $697K | Hold |
10,510
| – | – | 0.03% | 130 |
|
|
2023
Q3 | $782K | Buy |
+10,510
| New | +$782K | 0.04% | 123 |
|
|
2020
Q3 | – | Sell |
-31,900
| Closed | -$1.87M | – | 216 |
|
|
2020
Q2 | $1.87M | Buy |
+31,900
| New | +$1.87M | 0.12% | 147 |
|