Twin Tree Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 666 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 720 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 671 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 681 |
|
|
2024
Q1 | – | Sell |
-9,468
| Closed | -$628K | – | 587 |
|
|
2023
Q4 | $628K | Buy |
+9,468
| New | +$628K | ﹤0.01% | 378 |
|
|
2023
Q3 | – | Sell |
-3,019
| Closed | -$191K | – | 568 |
|
|
2023
Q2 | $191K | Sell |
3,019
-8,552
| -74% | -$540K | ﹤0.01% | 408 |
|
|
2023
Q1 | $679K | Buy |
11,571
+1,228
| +12% | +$72.1K | ﹤0.01% | 359 |
|
|
2022
Q4 | $638K | Buy |
+10,343
| New | +$638K | ﹤0.01% | 299 |
|
|
2022
Q3 | – | Sell |
-6,339
| Closed | -$389K | – | 606 |
|
|
2022
Q2 | $389K | Buy |
+6,339
| New | +$389K | ﹤0.01% | 471 |
|
|
2021
Q2 | – | Sell |
-1,082
| Closed | -$74K | – | 695 |
|
|
2021
Q1 | $74K | Buy |
+1,082
| New | +$74K | ﹤0.01% | 443 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 624 |
|
|
2020
Q3 | – | Sell |
-45,628
| Closed | -$2.68M | – | 636 |
|
|
2020
Q2 | $2.68M | Sell |
45,628
-14,372
| -24% | -$843K | 0.01% | 209 |
|
|
2020
Q1 | $3.04M | Buy |
60,000
+52,757
| +728% | +$2.67M | 0.01% | 139 |
|
|
2019
Q4 | $536K | Sell |
7,243
-31,973
| -82% | -$2.37M | ﹤0.01% | 316 |
|
|
2019
Q3 | $2.24M | Sell |
39,216
-1,120
| -3% | -$64K | 0.01% | 169 |
|
|
2019
Q2 | $2.64M | Buy |
40,336
+21,459
| +114% | +$1.4M | 0.01% | 152 |
|
|
2019
Q1 | $1.4M | Buy |
+18,877
| New | +$1.4M | 0.01% | 239 |
|