ASHFORD CAPITAL MANAGEMENT INC HQY Holdings History
ASHFORD CAPITAL MANAGEMENT INC's HealthEquity Inc Holding Summary
As of 2025-03-31, ASHFORD CAPITAL MANAGEMENT INC held 274,999.00 shares of HealthEquity Inc(HQY), totaling $24.30 Mil. This investment constitutes 3.13% of their stock portfolio, and ASHFORD CAPITAL MANAGEMENT INC now holds 0.32% of the outstanding HealthEquity Inc(HQY) stock.
The initial trade took place in 2018Q2. And since then ASHFORD CAPITAL MANAGEMENT INC has made 14 purchases of HQY, at an average price of $67.37, for a total of 640,453.00 shares. In addition, there have been 14 sales at an average price of $68.74 for 365,454.00 shares. Based on historical transaction data and HQY's current price of $97.70, ASHFORD CAPITAL MANAGEMENT INC's estimated gain on his HQY holdings is $8.84 Mil, reflecting a 20.50% gain to date.
ASHFORD CAPITAL MANAGEMENT INC HQY ($97.70) Holding Chart
ASHFORD CAPITAL MANAGEMENT INC HQY ($97.70) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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