Wasatch 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 | $639M | Sell |
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|
2025
Q1 | $639M | Sell |
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|
2024
Q4 | $721M | Sell |
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|
2024
Q3 | $635M | Buy |
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|
2024
Q2 | $627M | Sell |
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|
2024
Q1 | $605M | Buy |
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|
2023
Q4 | $453M | Sell |
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|
2023
Q3 | $531M | Buy |
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|
2023
Q2 | $450M | Sell |
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|
2023
Q1 | $453M | Buy |
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|
2022
Q4 | $353M | Buy |
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|
2022
Q3 | $385M | Sell |
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|
2022
Q2 | $407M | Sell |
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|
2022
Q1 | $515M | Buy |
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|
2021
Q4 | $327M | Buy |
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|
2021
Q3 | $401M | Buy |
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|
2021
Q2 | $469M | Buy |
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|
2021
Q1 | $383M | Buy |
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|
2020
Q4 | $371M | Buy |
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|
2020
Q3 | $204M | Buy |
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|
2020
Q2 | $187M | Buy |
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|
2020
Q1 | $136M | Buy |
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|
2019
Q4 | $162M | Buy |
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|
2019
Q3 | $106M | Sell |
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|
2019
Q2 | $123M | Sell |
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|
2019
Q1 | $151M | Buy |
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|
2018
Q4 | $99.2M | Buy |
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|
2018
Q3 | $149M | Sell |
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|
2018
Q2 | $135M | Sell |
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|
2018
Q1 | $130M | Sell |
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|
2017
Q4 | $107M | Sell |
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|
2017
Q3 | $122M | Sell |
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|
2017
Q2 | $122M | Buy |
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|
2017
Q1 | $101M | Sell |
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|
2016
Q4 | $97.9M | Buy |
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|
2016
Q3 | $84.7M | Buy |
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|
2016
Q2 | $65.8M | Buy |
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|
2016
Q1 | $51.8M | Buy |
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|
2015
Q4 | $29M | Sell |
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|
2015
Q3 | $34.5M | Sell |
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|
2015
Q2 | $38.4M | Sell |
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|
2015
Q1 | $30.3M | Buy |
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|
2014
Q4 | $1.28M | Sell |
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|
2014
Q3 | $925K | Buy |
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