Summit Creek Advisors’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 | $21.8M | Sell |
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|
2025
Q1 | $21.6M | Sell |
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|
2024
Q4 | $27.4M | Buy |
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|
2024
Q3 | $21.1M | Buy |
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|
2024
Q2 | $20.7M | Sell |
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|
2024
Q1 | $20.9M | Buy |
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|
2023
Q4 | $16.9M | Sell |
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|
2023
Q3 | $20.2M | Buy |
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|
2023
Q2 | $14.4M | Buy |
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|
2023
Q1 | $13.4M | Buy |
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|
2022
Q4 | $14M | Sell |
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|
2022
Q3 | $19.3M | Sell |
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|
2022
Q2 | $18.3M | Buy |
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|
2022
Q1 | $20.1M | Buy |
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|
2021
Q4 | $13.1M | Buy |
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|
2021
Q3 | $13.9M | Buy |
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|
2021
Q2 | $15.9M | Sell |
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|
2021
Q1 | $13.9M | Sell |
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|
2020
Q4 | $14.6M | Sell |
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|
2020
Q3 | $16.2M | Buy |
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|
2020
Q2 | $16.3M | Buy |
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|
2020
Q1 | $12M | Buy |
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|
2019
Q4 | $12.2M | Buy |
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|
2019
Q3 | $6.17M | Buy |
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