Osterweis Capital Management Inc Healthequity, Inc. Transaction History

Osterweis Capital Management Inc

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$61.58 - $75.59 $996,672 - $1.22 Million	-16,185 Reduced 16.77%	80,340 $5.87 Million
Q2 2023 Aug 14, 2023	BUY	$51.02 - $65.67 $932,390 - $1.2 Million	18,275 Added 23.35%	96,525 $6.09 Million
Q1 2023 May 15, 2023	SELL	$52.44 - $67.41 $477,466 - $613,768	-9,105 Reduced 10.42%	78,250 $4.59 Million
Q4 2022 Feb 14, 2023	BUY	$57.65 - $78.5 $2.18 Million - $2.97 Million	37,775 Added 76.19%	87,355 $5.38 Million
Q3 2022 Nov 14, 2022	BUY	$56.95 - $73.5 $2.82 Million - $3.64 Million	49,580 New	49,580 $3.33 Million

435

81.6M

205K

101K

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $8.11B
Description
HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness ...

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