Shelton Capital Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
|
|||||
|
2025
Q1 | $281K | Sell |
|
|||||
|
2024
Q4 | $315K | Sell |
|
|||||
|
2024
Q3 | $282K | Sell |
|
|||||
|
2024
Q2 | $309K | Sell |
|
|||||
|
2024
Q1 | $305K | Hold |
|
|||||
|
2023
Q4 | $248K | Sell |
|
|||||
|
2023
Q3 | $305K | Hold |
|
|||||
|
2023
Q2 | $263K | Sell |
|
|||||
|
2023
Q1 | $256K | Hold |
|
|||||
|
2022
Q4 | $269K | Hold |
|
|||||
|
2022
Q3 | $293K | Hold |
|
|||||
|
2022
Q2 | $268K | Hold |
|
|||||
|
2022
Q1 | $294K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $283K | Hold |
|
|||||
|
2021
Q2 | $351K | Buy |
|
|||||
|
2021
Q1 | $281K | Hold |
|
|||||
|
2020
Q4 | $288K | Hold |
|
|||||
|
2020
Q3 | $212K | Hold |
|
|||||
|
2020
Q2 | $242K | Sell |
|
|||||
|
2020
Q1 | $228K | Buy |
|
|||||
|
2019
Q4 | $285K | Hold |
|
|||||
|
2019
Q3 | $220K | Hold |
|
|||||
|
2019
Q2 | $251K | Buy |
|
|||||
|
2019
Q1 | $3.85K | Sell |
|
|||||
|
2018
Q4 | $229K | Sell |
|
|||||
|
2018
Q3 | $498K | Buy |
|
|||||
|
2018
Q2 | $382K | Hold |
|
|||||
|
2018
Q1 | $308K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $215K | Sell |
|
|||||
|
2017
Q2 | $217K | Buy |
|