B. Metzler seel. Sohn & Co’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.76M | Sell |
83,576
-11,571
| -12% | -$1.21M | 0.08% | 118 |
|
|
2025
Q1 | $8.41M | Buy |
95,147
+32,949
| +53% | +$2.91M | 0.09% | 119 |
|
|
2024
Q4 | $5.97M | Sell |
62,198
-7,141
| -10% | -$685K | 0.06% | 151 |
|
|
2024
Q3 | $5.68M | Buy |
69,339
+5,883
| +9% | +$482K | 0.06% | 173 |
|
|
2024
Q2 | $5.47M | Sell |
63,456
-2,515
| -4% | -$217K | 0.05% | 166 |
|
|
2024
Q1 | $5.39M | Buy |
65,971
+3,597
| +6% | +$294K | 0.06% | 174 |
|
|
2023
Q4 | $4.14M | Sell |
62,374
-2,594
| -4% | -$172K | 0.05% | 205 |
|
|
2023
Q3 | $4.75M | Sell |
64,968
-56,788
| -47% | -$4.15M | 0.07% | 168 |
|
|
2023
Q2 | $7.69M | Buy |
121,756
+59,231
| +95% | +$3.74M | 0.1% | 135 |
|
|
2023
Q1 | $3.67M | Buy |
62,525
+16,900
| +37% | +$992K | 0.06% | 196 |
|
|
2022
Q4 | $2.81M | Buy |
45,625
+12,840
| +39% | +$791K | 0.05% | 230 |
|
|
2022
Q3 | $2.2M | Sell |
32,785
-9,064
| -22% | -$609K | 0.04% | 267 |
|
|
2022
Q2 | $2.57M | Sell |
41,849
-5,526
| -12% | -$339K | 0.04% | 243 |
|
|
2022
Q1 | $3.2M | Buy |
47,375
+4,048
| +9% | +$273K | 0.04% | 254 |
|
|
2021
Q4 | $1.9M | Sell |
43,327
-1,596
| -4% | -$70K | 0.02% | 335 |
|
|
2021
Q3 | $2.91M | Buy |
44,923
+5,370
| +14% | +$348K | 0.04% | 245 |
|
|
2021
Q2 | $3.18M | Sell |
39,553
-540
| -1% | -$43.5K | 0.05% | 221 |
|
|
2021
Q1 | $2.73M | Buy |
40,093
+5,994
| +18% | +$408K | 0.04% | 235 |
|
|
2020
Q4 | $2.37M | Buy |
+34,099
| New | +$2.37M | 0.04% | 236 |
|