Shaker Investments’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 | $375K | Sell |
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|
2025
Q2 | $509K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $327K | Buy |
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|
2020
Q4 | $334K | Sell |
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|
2020
Q3 | $454K | Hold |
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|
2020
Q2 | $519K | Hold |
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|
2020
Q1 | $447K | Buy |
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|
2019
Q4 | $644K | Hold |
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|
2019
Q3 | $497K | Hold |
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|
2019
Q2 | $568K | Sell |
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|
2019
Q1 | $1.11M | Buy |
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|
2018
Q4 | $507K | Buy |
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