William Blair & Company’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,566
| Closed | -$536K | – | 1845 |
|
|
2024
Q1 | $536K | Sell |
6,566
-3,292
| -33% | -$269K | ﹤0.01% | 1071 |
|
|
2023
Q4 | $654K | Sell |
9,858
-1,766
| -15% | -$117K | ﹤0.01% | 997 |
|
|
2023
Q3 | $849K | Sell |
11,624
-1,891
| -14% | -$138K | ﹤0.01% | 892 |
|
|
2023
Q2 | $853K | Sell |
13,515
-26
| -0.2% | -$1.64K | ﹤0.01% | 895 |
|
|
2023
Q1 | $795K | Sell |
13,541
-583
| -4% | -$34.2K | ﹤0.01% | 898 |
|
|
2022
Q4 | $871K | Sell |
14,124
-333
| -2% | -$20.5K | ﹤0.01% | 868 |
|
|
2022
Q3 | $971K | Buy |
14,457
+3,744
| +35% | +$251K | ﹤0.01% | 821 |
|
|
2022
Q2 | $658K | Sell |
10,713
-1,924
| -15% | -$118K | ﹤0.01% | 980 |
|
|
2022
Q1 | $852K | Sell |
12,637
-1,571
| -11% | -$106K | ﹤0.01% | 978 |
|
|
2021
Q4 | $629K | Sell |
14,208
-619
| -4% | -$27.4K | ﹤0.01% | 1125 |
|
|
2021
Q3 | $960K | Buy |
14,827
+2,637
| +22% | +$171K | ﹤0.01% | 945 |
|
|
2021
Q2 | $981K | Sell |
12,190
-992
| -8% | -$79.8K | ﹤0.01% | 926 |
|
|
2021
Q1 | $896K | Buy |
13,182
+33
| +0.3% | +$2.24K | ﹤0.01% | 934 |
|
|
2020
Q4 | $917K | Sell |
13,149
-250
| -2% | -$17.4K | ﹤0.01% | 881 |
|
|
2020
Q3 | $688K | Buy |
13,399
+4,670
| +53% | +$240K | ﹤0.01% | 878 |
|
|
2020
Q2 | $512K | Buy |
8,729
+3,477
| +66% | +$204K | ﹤0.01% | 934 |
|
|
2020
Q1 | $266K | Buy |
+5,252
| New | +$266K | ﹤0.01% | 1060 |
|
|
2019
Q4 | – | Sell |
-3,858
| Closed | -$220K | – | 1763 |
|
|
2019
Q3 | $220K | Sell |
3,858
-318
| -8% | -$18.1K | ﹤0.01% | 1232 |
|
|
2019
Q2 | $273K | Buy |
+4,176
| New | +$273K | ﹤0.01% | 1178 |
|