Healthequity shares owned by Brian McDonald
Historical chart of Brian McDonald investment in Healthequity
Tip: Access up to 7 years of quarterly data
All positions including Healthequity held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Healthequity by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33M | 343k | 94.80 |
| 2025-06-30 | $25M | 238k | 104.76 |
| 2025-03-31 | $6.2M | 70k | 88.36 |
| 2024-12-31 | $4.7M | 49k | 95.94 |
| 2024-09-30 | $4.1M | 50k | 81.87 |
| 2024-06-30 | $4.7M | 54k | 86.20 |
| 2024-03-31 | $4.7M | 58k | 81.63 |
| 2023-09-30 | $4.3M | 59k | 73.05 |
| 2023-06-30 | $999 | 71 | 14.08 |
| 2022-12-31 | $2.3M | 38k | 60.54 |
| 2022-09-30 | $2.9M | 38k | 75.56 |
| 2022-06-30 | $2.3M | 39k | 59.91 |
| 2022-03-31 | $2.8M | 39k | 71.61 |
| 2021-12-31 | $2.0M | 38k | 51.61 |
| 2021-09-30 | $2.6M | 38k | 67.58 |
| 2021-06-30 | $2.9M | 46k | 62.64 |
| 2021-03-31 | $3.4M | 46k | 73.52 |
| 2020-12-31 | $3.9M | 45k | 85.35 |
| 2020-09-30 | $2.7M | 47k | 57.66 |
| 2020-06-30 | $2.5M | 44k | 56.32 |
| 2020-03-31 | $2.8M | 54k | 51.34 |
| 2019-12-31 | $3.7M | 54k | 68.92 |
| 2019-09-30 | $3.0M | 54k | 55.63 |
| 2019-06-30 | $2.4M | 32k | 75.35 |
| 2019-03-31 | $2.8M | 35k | 78.30 |
| 2018-12-31 | $2.2M | 36k | 61.84 |
| 2018-09-30 | $2.9M | 34k | 85.83 |
| 2018-06-30 | $4.5M | 56k | 81.40 |
| 2018-03-31 | $3.7M | 55k | 66.19 |
| 2017-12-31 | $2.6M | 54k | 48.90 |
| 2017-09-30 | $2.7M | 55k | 49.03 |
| 2017-06-30 | $2.3M | 47k | 48.70 |
| 2017-03-31 | $2.2M | 49k | 44.39 |
| 2016-12-31 | $2.2M | 46k | 47.82 |
| 2016-09-30 | $1.6M | 43k | 37.94 |
| 2016-06-30 | $1.0M | 35k | 28.58 |
| 2016-03-31 | $896k | 36k | 25.14 |
| 2015-12-31 | $798k | 35k | 22.55 |
| 2015-09-30 | $1.0M | 35k | 29.55 |
| 2015-06-30 | $2.2M | 69k | 32.05 |