Zacks Investment Management’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 | $3.27M | Sell |
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|
2025
Q1 | $2.83M | Buy |
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|
2024
Q4 | $2.89M | Sell |
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|
2024
Q3 | $2.57M | Buy |
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|
2024
Q2 | $2.45M | Buy |
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|
2024
Q1 | $2.06M | Buy |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.57M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $801K | Buy |
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|
2021
Q2 | $770K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $358K | Sell |
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|
2015
Q3 | $921K | Buy |
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|
2015
Q2 | $942K | Buy |
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