Quantinno Capital Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $835K | Buy |
7,972
+3,095
| +63% | +$324K | ﹤0.01% | 1361 |
|
2025
Q1 | $431K | Buy |
4,877
+1,703
| +54% | +$150K | ﹤0.01% | 1443 |
|
2024
Q4 | $305K | Buy |
+3,174
| New | +$305K | ﹤0.01% | 1378 |
|
2019
Q3 | – | Sell |
-4,585
| Closed | -$300K | – | 445 |
|
2019
Q2 | $300K | Buy |
4,585
+838
| +22% | +$54.8K | 0.18% | 289 |
|
2019
Q1 | $277K | Buy |
+3,747
| New | +$277K | 0.18% | 276 |
|