Scharf Investments’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Hold
2,652
0.01% 57
2025
Q1
$234K Sell
2,652
-228
-8% -$20.1K 0.01% 61
2024
Q4
$276K Hold
2,880
0.01% 59
2024
Q3
$236K Buy
+2,880
New +$236K 0.01% 58