Sachetta’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25K | Buy |
31
+19
| +158% | +$1.99K | ﹤0.01% | 690 |
|
|
2025
Q1 | $1.06K | Hold |
12
| – | – | ﹤0.01% | 925 |
|
|
2024
Q4 | $1.15K | Hold |
12
| – | – | ﹤0.01% | 965 |
|
|
2024
Q3 | $983 | Sell |
12
-25
| -68% | -$2.05K | ﹤0.01% | 1034 |
|
|
2024
Q2 | $2.9K | Buy |
37
+25
| +208% | +$1.96K | ﹤0.01% | 732 |
|
|
2024
Q1 | $796 | Hold |
12
| – | – | ﹤0.01% | 971 |
|
|
2023
Q4 | $796 | Buy |
+12
| New | +$796 | ﹤0.01% | 971 |
|