Versor Investments’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
19,963
-10,529
| -35% | -$1.1M | 0.37% | 32 |
|
|
2025
Q1 | $2.69M | Buy |
30,492
+21,392
| +235% | +$1.89M | 0.44% | 21 |
|
|
2024
Q4 | $873K | Buy |
+9,100
| New | +$873K | 0.15% | 191 |
|
|
2024
Q3 | – | Sell |
-3,600
| Closed | -$310K | – | 865 |
|
|
2024
Q2 | $310K | Buy |
+3,600
| New | +$310K | 0.06% | 509 |
|
|
2023
Q1 | – | Sell |
-4,900
| Closed | -$302K | – | 784 |
|
|
2022
Q4 | $302K | Buy |
+4,900
| New | +$302K | 0.03% | 507 |
|