AllianceBernstein’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.4M | Sell |
222,217
-3,962
| -2% | -$325K | 0.01% | 916 |
|
|
2025
Q4 | $20.7M | Sell |
226,179
-1,083
| -0.5% | -$104K | 0.01% | 938 |
|
|
2025
Q3 | $21.5M | Sell |
227,262
-3,390
| -1% | -$319K | 0.01% | 896 |
|
|
2025
Q2 | $24.2M | Buy |
230,652
+13,238
| +6% | +$1.25M | 0.01% | 838 |
|
|
2025
Q1 | $19.2M | Buy |
217,414
+37,068
| +21% | +$3.8M | 0.01% | 899 |
|
|
2024
Q4 | $17.3M | Sell |
180,346
-4,290
| -2% | -$400K | 0.01% | 952 |
|
|
2024
Q3 | $15.1M | Sell |
184,636
-3,983
| -2% | -$307K | 0.01% | 1001 |
|
|
2024
Q2 | $16.3M | Buy |
188,619
+3,099
| +2% | +$250K | 0.01% | 954 |
|
|
2024
Q1 | $15.1M | Sell |
185,520
-305
| -0.2% | -$23.8K | 0.01% | 981 |
|
|
2023
Q4 | $12.3M | Buy |
185,825
+816
| +0.4% | +$56.6K | ﹤0.01% | 1056 |
|
|
2023
Q3 | $13.5M | Sell |
185,009
-5,075
| -3% | -$343K | 0.01% | 977 |
|
|
2023
Q2 | $12M | Sell |
190,084
-795
| -0.4% | -$46.1K | ﹤0.01% | 1040 |
|
|
2023
Q1 | $11.2M | Sell |
190,879
-1,799
| -0.9% | -$109K | ﹤0.01% | 1058 |
|
|
2022
Q4 | $11.9M | Sell |
192,678
-14,004
| -7% | -$941K | 0.01% | 1015 |
|
|
2022
Q3 | $13.9M | Sell |
206,682
-29,197
| -12% | -$1.85M | 0.01% | 945 |
|
|
2022
Q2 | $14.5M | Sell |
235,879
-32,720
| -12% | -$2.1M | 0.01% | 973 |
|
|
2022
Q1 | $18.1M | Buy |
268,599
+75,743
| +39% | +$4.09M | 0.01% | 965 |
|
|
2021
Q4 | $8.53M | Buy |
192,856
+500
| +0.3% | +$29.1K | ﹤0.01% | 1330 |
|
|
2021
Q3 | $12.5M | Sell |
192,356
-2,365
| -1% | -$164K | ﹤0.01% | 1133 |
|
|
2021
Q2 | $15.7M | Sell |
194,721
-6,440
| -3% | -$491K | 0.01% | 1039 |
|
|
2021
Q1 | $13.7M | Buy |
201,161
+7,003
| +4% | +$550K | 0.01% | 1063 |
|
|
2020
Q4 | $13.5M | Sell |
194,158
-1,113,885
| -85% | -$69.3M | 0.01% | 991 |
|
|
2020
Q3 | $67.2M | Sell |
1,308,043
-767,417
| -37% | -$42.2M | 0.04% | 459 |
|
|
2020
Q2 | $122M | Buy |
2,075,460
+137,188
| +7% | +$7.59M | 0.07% | 252 |
|
|
2020
Q1 | $98.1M | Buy |
1,938,272
+1,757,107
| +970% | +$117M | 0.07% | 260 |
|
|
2019
Q4 | $13.4M | Sell |
181,165
-39,370
| -18% | -$2.46M | 0.01% | 963 |
|
|
2019
Q3 | $12.6M | Buy |
220,535
+37,861
| +21% | +$2.51M | 0.01% | 954 |
|
|
2019
Q2 | $11.9M | Buy |
182,674
+38,870
| +27% | +$2.71M | 0.01% | 969 |
|
|
2019
Q1 | $10.6M | Sell |
143,804
-4,240
| -3% | -$298K | 0.01% | 1029 |
|
|
2018
Q4 | $8.83M | Buy |
148,044
+62,600
| +73% | +$5.05M | 0.01% | 1037 |
|
|
2018
Q3 | $8.07M | Buy |
85,444
+2,390
| +3% | +$206K | 0.01% | 1051 |
|
|
2018
Q2 | $6.24M | Buy |
83,054
+8,900
| +12% | +$639K | ﹤0.01% | 1135 |
|
|
2018
Q1 | $4.49M | Sell |
74,154
-39,020
| -34% | -$2.11M | ﹤0.01% | 1276 |
|
|
2017
Q4 | $5.28M | Buy |
113,174
+38,220
| +51% | +$1.89M | ﹤0.01% | 1198 |
|
|
2017
Q3 | $3.79M | Hold |
74,954
| – | – | ﹤0.01% | 1383 |
|
|
2017
Q2 | $3.73M | Buy |
74,954
+3,980
| +6% | +$186K | ﹤0.01% | 1389 |
|
|
2017
Q1 | $3.01M | Sell |
70,974
-508,310
| -88% | -$22.5M | ﹤0.01% | 1514 |
|
|
2016
Q4 | $23.5M | Sell |
579,284
-68,594
| -11% | -$2.65M | 0.02% | 682 |
|
|
2016
Q3 | $24.5M | Sell |
647,878
-6,776
| -1% | -$215K | 0.02% | 641 |
|
|
2016
Q2 | $19.9M | Sell |
654,654
-239,956
| -27% | -$6.3M | 0.02% | 699 |
|
|
2016
Q1 | $22.1M | Buy |
894,610
+272,520
| +44% | +$5.84M | 0.02% | 669 |
|
|
2015
Q4 | $15.6M | Sell |
622,090
-46,326
| -7% | -$1.42M | 0.01% | 780 |
|
|
2015
Q3 | $19.8M | Buy |
668,416
+12,096
| +2% | +$380K | 0.02% | 707 |
|
|
2015
Q2 | $21M | Buy |
656,320
+642,620
| +4,691% | +$17.3M | 0.02% | 717 |
|
|
2015
Q1 | $342K | Buy |
13,700
+9,700
| +243% | +$210K | ﹤0.01% | 2629 |
|
|
2014
Q4 | $102K | Buy |
+4,000
| New | +$86.8K | ﹤0.01% | 2985 |
|
Other funds holding HQY
WA
VPM
VCM
