Schaper Benz & Wise Investment Counsel’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.48M | Sell |
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|
2025
Q2 | $1.64M | Buy |
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|
2025
Q1 | $1.38M | Sell |
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|
2024
Q4 | $1.5M | Sell |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $1.35M | Hold |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.04M | Hold |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.02M | Hold |
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|
2023
Q1 | $945K | Sell |
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|
2022
Q4 | $994K | Sell |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $763K | Sell |
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|
2021
Q3 | $1.42M | Buy |
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|
2021
Q2 | $1.4M | Buy |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $1.2M | Sell |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | $1.01M | Sell |
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|
2020
Q1 | $894K | Buy |
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|
2019
Q4 | $987K | Buy |
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|
2019
Q3 | $699K | Buy |
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