Versant Capital 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 | $47.7K | Buy |
455
+133
| +41% | +$13.9K | 0.01% | 1009 |
|
|
2025
Q1 | $28.5K | Buy |
+322
| New | +$28.5K | ﹤0.01% | 1135 |
|
|
2020
Q2 | – | Sell |
-20
| Closed | -$1K | – | 1404 |
|
|
2020
Q1 | $1K | Sell |
20
-12
| -38% | -$600 | ﹤0.01% | 1150 |
|
|
2019
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 1141 |
|
|
2019
Q3 | $1K | Sell |
32
-1
| -3% | -$31 | ﹤0.01% | 1250 |
|
|
2019
Q2 | $2K | Sell |
33
-31
| -48% | -$1.88K | ﹤0.01% | 1179 |
|
|
2019
Q1 | $4K | Sell |
64
-105
| -62% | -$6.56K | ﹤0.01% | 1164 |
|
|
2018
Q4 | $10K | Hold |
169
| – | – | ﹤0.01% | 817 |
|
|
2018
Q3 | $15K | Sell |
169
-9
| -5% | -$799 | 0.01% | 754 |
|
|
2018
Q2 | $13K | Sell |
178
-17
| -9% | -$1.24K | 0.01% | 800 |
|
|
2018
Q1 | $11K | Sell |
195
-8
| -4% | -$451 | ﹤0.01% | 856 |
|
|
2017
Q4 | $9K | Buy |
203
+10
| +5% | +$443 | ﹤0.01% | 943 |
|
|
2017
Q3 | $9K | Buy |
193
+22
| +13% | +$1.03K | ﹤0.01% | 888 |
|
|
2017
Q2 | $8K | Buy |
171
+91
| +114% | +$4.26K | ﹤0.01% | 926 |
|
|
2017
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 1154 |
|
|
2016
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 1120 |
|
|
2016
Q3 | $3K | Buy |
80
+7
| +10% | +$263 | ﹤0.01% | 1095 |
|
|
2016
Q2 | $2K | Hold |
73
| – | – | ﹤0.01% | 1142 |
|
|
2016
Q1 | $1K | Buy |
+73
| New | +$1K | ﹤0.01% | 1236 |
|