VBA
Van Berkom & Associates’s HealthEquity HQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.4M | Sell |
442,830
-207,231
| -32% | -$21.7M | 1.38% | 40 |
|
|
2025
Q1 | $57.4M | Sell |
650,061
-188,260
| -22% | -$16.6M | 1.84% | 31 |
|
|
2024
Q4 | $80.4M | Sell |
838,321
-97,260
| -10% | -$9.33M | 2.39% | 20 |
|
|
2024
Q3 | $76.6M | Buy |
935,581
+5,413
| +0.6% | +$443K | 2.1% | 30 |
|
|
2024
Q2 | $80.2M | Buy |
930,168
+16,807
| +2% | +$1.45M | 2.4% | 18 |
|
|
2024
Q1 | $74.6M | Sell |
913,361
-67,990
| -7% | -$5.55M | 2.12% | 31 |
|
|
2023
Q4 | $65.1M | Sell |
981,351
-61,119
| -6% | -$4.05M | 1.89% | 35 |
|
|
2023
Q3 | $76.2M | Buy |
1,042,470
+51,824
| +5% | +$3.79M | 2.48% | 14 |
|
|
2023
Q2 | $62.5M | Sell |
990,646
-47,731
| -5% | -$3.01M | 2.27% | 22 |
|
|
2023
Q1 | $61M | Buy |
1,038,377
+280,461
| +37% | +$16.5M | 2.25% | 19 |
|
|
2022
Q4 | $46.7M | Buy |
757,916
+38,001
| +5% | +$2.34M | 2% | 27 |
|
|
2022
Q3 | $48.4M | Sell |
719,915
-17,862
| -2% | -$1.2M | 2.3% | 21 |
|
|
2022
Q2 | $45.3M | Sell |
737,777
-148,331
| -17% | -$9.11M | 1.9% | 31 |
|
|
2022
Q1 | $59.8M | Buy |
+886,108
| New | +$59.8M | 2.14% | 25 |
|