SJS Investment Consulting’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $839 | Sell |
8
-3
| -27% | -$315 | ﹤0.01% | 928 |
|
|
2025
Q1 | $973 | Hold |
11
| – | – | ﹤0.01% | 1008 |
|
|
2024
Q4 | $1.06K | Sell |
11
-2
| -15% | -$192 | ﹤0.01% | 982 |
|
|
2024
Q3 | $1.07K | Hold |
13
| – | – | ﹤0.01% | 1049 |
|
|
2024
Q2 | $1.12K | Hold |
13
| – | – | ﹤0.01% | 984 |
|
|
2024
Q1 | $1.06K | Hold |
13
| – | – | ﹤0.01% | 1013 |
|
|
2023
Q4 | $862 | Hold |
13
| – | – | ﹤0.01% | 1010 |
|
|
2023
Q3 | $950 | Buy |
13
+5
| +63% | +$365 | ﹤0.01% | 965 |
|
|
2023
Q2 | $506 | Hold |
8
| – | – | ﹤0.01% | 1164 |
|
|
2023
Q1 | $470 | Sell |
8
-6
| -43% | -$353 | ﹤0.01% | 1170 |
|
|
2022
Q4 | $863 | Buy |
14
+1
| +8% | +$62 | ﹤0.01% | 1010 |
|
|
2022
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 755 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 983 |
|