American Century Companies’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $72.3M | Sell |
689,741
-85,406
| -11% | -$8.95M | 0.04% | 506 |
|
2025
Q1 | $68.5M | Buy |
775,147
+204,195
| +36% | +$18M | 0.04% | 467 |
|
2024
Q4 | $54.8M | Buy |
570,952
+39,185
| +7% | +$3.76M | 0.03% | 583 |
|
2024
Q3 | $43.5M | Sell |
531,767
-943
| -0.2% | -$77.2K | 0.03% | 663 |
|
2024
Q2 | $45.9M | Sell |
532,710
-20,943
| -4% | -$1.81M | 0.03% | 609 |
|
2024
Q1 | $45.2M | Buy |
553,653
+38,858
| +8% | +$3.17M | 0.03% | 601 |
|
2023
Q4 | $34.1M | Sell |
514,795
-385,613
| -43% | -$25.6M | 0.02% | 657 |
|
2023
Q3 | $65.8M | Buy |
900,408
+168,979
| +23% | +$12.3M | 0.05% | 375 |
|
2023
Q2 | $46.2M | Sell |
731,429
-26,542
| -4% | -$1.68M | 0.03% | 469 |
|
2023
Q1 | $44.3M | Buy |
757,971
+303,073
| +67% | +$17.7M | 0.03% | 468 |
|
2022
Q4 | $28M | Buy |
454,898
+38,270
| +9% | +$2.36M | 0.02% | 604 |
|
2022
Q3 | $28M | Buy |
416,628
+126,241
| +43% | +$8.48M | 0.02% | 550 |
|
2022
Q2 | $17.8M | Sell |
290,387
-146,648
| -34% | -$9M | 0.01% | 713 |
|
2022
Q1 | $29.5M | Sell |
437,035
-9,194
| -2% | -$620K | 0.02% | 595 |
|
2021
Q4 | $19.7M | Buy |
446,229
+51,864
| +13% | +$2.29M | 0.01% | 703 |
|
2021
Q3 | $25.5M | Buy |
394,365
+6,309
| +2% | +$409K | 0.02% | 629 |
|
2021
Q2 | $31.2M | Buy |
388,056
+65,378
| +20% | +$5.26M | 0.02% | 579 |
|
2021
Q1 | $21.9M | Buy |
322,678
+26,979
| +9% | +$1.83M | 0.02% | 625 |
|
2020
Q4 | $20.6M | Sell |
295,699
-80,382
| -21% | -$5.6M | 0.02% | 608 |
|
2020
Q3 | $19.3M | Buy |
376,081
+57,687
| +18% | +$2.96M | 0.02% | 547 |
|
2020
Q2 | $18.7M | Buy |
318,394
+61,374
| +24% | +$3.6M | 0.02% | 529 |
|
2020
Q1 | $13M | Buy |
257,020
+47,802
| +23% | +$2.42M | 0.02% | 540 |
|
2019
Q4 | $15.5M | Buy |
209,218
+119,574
| +133% | +$8.86M | 0.01% | 576 |
|
2019
Q3 | $5.12M | Sell |
89,644
-166,016
| -65% | -$9.49M | 0.01% | 783 |
|
2019
Q2 | $16.7M | Buy |
255,660
+178,632
| +232% | +$11.7M | 0.02% | 537 |
|
2019
Q1 | $5.7M | Buy |
77,028
+614
| +0.8% | +$45.4K | 0.01% | 775 |
|
2018
Q4 | $4.56M | Sell |
76,414
-3,013
| -4% | -$180K | 0.01% | 825 |
|
2018
Q3 | $7.5M | Buy |
79,427
+4,101
| +5% | +$387K | 0.01% | 739 |
|
2018
Q2 | $5.66M | Sell |
75,326
-20,670
| -22% | -$1.55M | 0.01% | 827 |
|
2018
Q1 | $5.81M | Sell |
95,996
-40,203
| -30% | -$2.43M | 0.01% | 796 |
|
2017
Q4 | $6.36M | Buy |
136,199
+13,501
| +11% | +$630K | 0.01% | 797 |
|
2017
Q3 | $6.21M | Sell |
122,698
-17,083
| -12% | -$864K | 0.01% | 787 |
|
2017
Q2 | $6.97M | Sell |
139,781
-58,428
| -29% | -$2.91M | 0.01% | 772 |
|
2017
Q1 | $8.41M | Sell |
198,209
-35,050
| -15% | -$1.49M | 0.01% | 717 |
|
2016
Q4 | $9.45M | Sell |
233,259
-26,370
| -10% | -$1.07M | 0.01% | 681 |
|
2016
Q3 | $9.83M | Buy |
259,629
+101,295
| +64% | +$3.83M | 0.01% | 679 |
|
2016
Q2 | $4.81M | Sell |
158,334
-99
| -0.1% | -$3.01K | 0.01% | 851 |
|
2016
Q1 | $3.91M | Buy |
158,433
+2,283
| +1% | +$56.3K | ﹤0.01% | 877 |
|
2015
Q4 | $3.92M | Buy |
+156,150
| New | +$3.92M | ﹤0.01% | 894 |
|