Advisors Asset Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
2,437
+110
| +5% | +$11.5K | ﹤0.01% | 1077 |
|
|
2025
Q1 | $206K | Buy |
+2,327
| New | +$206K | ﹤0.01% | 1103 |
|
|
2020
Q4 | – | Sell |
-1,561
| Closed | -$80K | – | 1522 |
|
|
2020
Q3 | $80K | Sell |
1,561
-430
| -22% | -$22K | ﹤0.01% | 1348 |
|
|
2020
Q2 | $117K | Sell |
1,991
-75
| -4% | -$4.41K | ﹤0.01% | 1271 |
|
|
2020
Q1 | $105K | Sell |
2,066
-660
| -24% | -$33.5K | ﹤0.01% | 1220 |
|
|
2019
Q4 | $202K | Sell |
2,726
-661
| -20% | -$49K | ﹤0.01% | 1205 |
|
|
2019
Q3 | $194K | Sell |
3,387
-639
| -16% | -$36.6K | ﹤0.01% | 1195 |
|
|
2019
Q2 | $263K | Sell |
4,026
-11
| -0.3% | -$719 | ﹤0.01% | 1137 |
|
|
2019
Q1 | $299K | Buy |
4,037
+527
| +15% | +$39K | 0.01% | 1242 |
|
|
2018
Q4 | $209K | Buy |
3,510
+609
| +21% | +$36.3K | ﹤0.01% | 1192 |
|
|
2018
Q3 | $274K | Buy |
2,901
+765
| +36% | +$72.3K | ﹤0.01% | 1183 |
|
|
2018
Q2 | $160K | Buy |
2,136
+779
| +57% | +$58.4K | ﹤0.01% | 1288 |
|
|
2018
Q1 | $78K | Buy |
1,357
+915
| +207% | +$52.6K | ﹤0.01% | 1351 |
|
|
2017
Q4 | $21K | Buy |
+442
| New | +$21K | ﹤0.01% | 1445 |
|