Ameriprise’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.7M | Buy |
732,434
+62,495
| +9% | +$6.55M | 0.02% | 663 |
|
|
2025
Q1 | $59.2M | Buy |
669,939
+399,897
| +148% | +$35.3M | 0.02% | 755 |
|
|
2024
Q4 | $25.9M | Buy |
270,042
+97,329
| +56% | +$9.34M | 0.01% | 1177 |
|
|
2024
Q3 | $14.1M | Sell |
172,713
-27,056
| -14% | -$2.21M | ﹤0.01% | 1534 |
|
|
2024
Q2 | $17.2M | Sell |
199,769
-23,143
| -10% | -$1.99M | ﹤0.01% | 1372 |
|
|
2024
Q1 | $18.2M | Sell |
222,912
-5,922
| -3% | -$483K | 0.01% | 1359 |
|
|
2023
Q4 | $15.2M | Buy |
228,834
+10,268
| +5% | +$681K | ﹤0.01% | 1446 |
|
|
2023
Q3 | $16M | Sell |
218,566
-910
| -0.4% | -$66.5K | 0.01% | 1371 |
|
|
2023
Q2 | $13.9M | Sell |
219,476
-6,723
| -3% | -$424K | ﹤0.01% | 1513 |
|
|
2023
Q1 | $13.3M | Sell |
226,199
-36,146
| -14% | -$2.12M | ﹤0.01% | 1554 |
|
|
2022
Q4 | $16.2M | Buy |
262,345
+16,201
| +7% | +$999K | 0.01% | 1345 |
|
|
2022
Q3 | $16.5M | Buy |
246,144
+34,262
| +16% | +$2.3M | 0.01% | 1300 |
|
|
2022
Q2 | $13M | Buy |
211,882
+8,799
| +4% | +$540K | ﹤0.01% | 1526 |
|
|
2022
Q1 | $13.7M | Buy |
203,083
+3,045
| +2% | +$205K | ﹤0.01% | 1639 |
|
|
2021
Q4 | $8.85M | Sell |
200,038
-915,577
| -82% | -$40.5M | ﹤0.01% | 2065 |
|
|
2021
Q3 | $72.3M | Sell |
1,115,615
-158,225
| -12% | -$10.2M | 0.02% | 616 |
|
|
2021
Q2 | $103M | Sell |
1,273,840
-102,687
| -7% | -$8.26M | 0.03% | 521 |
|
|
2021
Q1 | $93.6M | Buy |
1,376,527
+293,149
| +27% | +$19.9M | 0.03% | 531 |
|
|
2020
Q4 | $75.5M | Sell |
1,083,378
-62,694
| -5% | -$4.37M | 0.03% | 568 |
|
|
2020
Q3 | $58.9M | Buy |
1,146,072
+136,119
| +13% | +$6.99M | 0.02% | 581 |
|
|
2020
Q2 | $59.3M | Buy |
1,009,953
+36,414
| +4% | +$2.14M | 0.03% | 555 |
|
|
2020
Q1 | $49.3M | Buy |
973,539
+178,664
| +22% | +$9.04M | 0.03% | 552 |
|
|
2019
Q4 | $58.9M | Buy |
794,875
+344,886
| +77% | +$25.5M | 0.02% | 627 |
|
|
2019
Q3 | $25.7M | Sell |
449,989
-23,782
| -5% | -$1.36M | 0.01% | 971 |
|
|
2019
Q2 | $31M | Sell |
473,771
-380,903
| -45% | -$24.9M | 0.01% | 894 |
|
|
2019
Q1 | $63.2M | Buy |
854,674
+268,841
| +46% | +$19.9M | 0.03% | 558 |
|
|
2018
Q4 | $34.9M | Sell |
585,833
-83,161
| -12% | -$4.96M | 0.02% | 765 |
|
|
2018
Q3 | $63.2M | Buy |
668,994
+16,802
| +3% | +$1.59M | 0.02% | 632 |
|
|
2018
Q2 | $49M | Buy |
652,192
+5,469
| +0.8% | +$411K | 0.02% | 686 |
|
|
2018
Q1 | $39.2M | Buy |
646,723
+233,825
| +57% | +$14.2M | 0.02% | 770 |
|
|
2017
Q4 | $19.3M | Sell |
412,898
-13,812
| -3% | -$644K | 0.01% | 1092 |
|
|
2017
Q3 | $21.6M | Buy |
426,710
+51,992
| +14% | +$2.63M | 0.01% | 991 |
|
|
2017
Q2 | $18.7M | Buy |
374,718
+15,137
| +4% | +$754K | 0.01% | 1068 |
|
|
2017
Q1 | $15.3M | Sell |
359,581
-107,476
| -23% | -$4.56M | 0.01% | 1209 |
|
|
2016
Q4 | $18.9M | Buy |
467,057
+137,238
| +42% | +$5.56M | 0.01% | 1029 |
|
|
2016
Q3 | $12.5M | Buy |
329,819
+18,264
| +6% | +$691K | 0.01% | 1268 |
|
|
2016
Q2 | $9.47M | Sell |
311,555
-28,866
| -8% | -$877K | 0.01% | 1438 |
|
|
2016
Q1 | $8.4M | Buy |
340,421
+25,532
| +8% | +$630K | 0.01% | 1567 |
|
|
2015
Q4 | $7.89M | Sell |
314,889
-63,261
| -17% | -$1.59M | ﹤0.01% | 1639 |
|
|
2015
Q3 | $11.2M | Sell |
378,150
-38,032
| -9% | -$1.12M | 0.01% | 1378 |
|
|
2015
Q2 | $13.3M | Buy |
416,182
+89,153
| +27% | +$2.86M | 0.01% | 1345 |
|
|
2015
Q1 | $8.17M | Buy |
327,029
+71,639
| +28% | +$1.79M | ﹤0.01% | 1727 |
|
|
2014
Q4 | $6.5M | Sell |
255,390
-32,915
| -11% | -$838K | ﹤0.01% | 1876 |
|
|
2014
Q3 | $5.28M | Buy |
+288,305
| New | +$5.28M | ﹤0.01% | 1993 |
|