Bank of America’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.2M | Buy |
708,734
+12,180
| +2% | +$1.28M | 0.01% | 1213 |
|
|
2025
Q1 | $61.6M | Buy |
696,554
+90,357
| +15% | +$7.98M | 0.01% | 1259 |
|
|
2024
Q4 | $58.2M | Sell |
606,197
-40,998
| -6% | -$3.93M | ﹤0.01% | 1198 |
|
|
2024
Q3 | $53M | Sell |
647,195
-2,305
| -0.4% | -$189K | ﹤0.01% | 1331 |
|
|
2024
Q2 | $56M | Buy |
649,500
+6,424
| +1% | +$554K | ﹤0.01% | 1227 |
|
|
2024
Q1 | $52.5M | Buy |
643,076
+161,396
| +34% | +$13.2M | ﹤0.01% | 1283 |
|
|
2023
Q4 | $31.9M | Sell |
481,680
-148,325
| -24% | -$9.83M | ﹤0.01% | 1455 |
|
|
2023
Q3 | $46M | Sell |
630,005
-229,673
| -27% | -$16.8M | 0.01% | 1164 |
|
|
2023
Q2 | $54.3M | Sell |
859,678
-21,315
| -2% | -$1.35M | 0.01% | 1110 |
|
|
2023
Q1 | $51.7M | Buy |
880,993
+175,340
| +25% | +$10.3M | 0.01% | 1202 |
|
|
2022
Q4 | $43.5M | Buy |
705,653
+316,345
| +81% | +$19.5M | 0.01% | 1206 |
|
|
2022
Q3 | $26.2M | Sell |
389,308
-7,547
| -2% | -$507K | ﹤0.01% | 1490 |
|
|
2022
Q2 | $24.4M | Sell |
396,855
-6,544
| -2% | -$402K | ﹤0.01% | 1602 |
|
|
2022
Q1 | $27.2M | Buy |
403,399
+107,403
| +36% | +$7.24M | ﹤0.01% | 1653 |
|
|
2021
Q4 | $13.1M | Sell |
295,996
-6,865
| -2% | -$304K | ﹤0.01% | 2280 |
|
|
2021
Q3 | $19.6M | Sell |
302,861
-77,378
| -20% | -$5.01M | ﹤0.01% | 1906 |
|
|
2021
Q2 | $30.6M | Buy |
380,239
+128,272
| +51% | +$10.3M | ﹤0.01% | 1560 |
|
|
2021
Q1 | $17.1M | Buy |
251,967
+35,945
| +17% | +$2.44M | ﹤0.01% | 1945 |
|
|
2020
Q4 | $15.1M | Sell |
216,022
-135,495
| -39% | -$9.45M | ﹤0.01% | 1869 |
|
|
2020
Q3 | $18.1M | Sell |
351,517
-26,963
| -7% | -$1.38M | ﹤0.01% | 1598 |
|
|
2020
Q2 | $22.2M | Buy |
378,480
+10,992
| +3% | +$645K | ﹤0.01% | 1403 |
|
|
2020
Q1 | $18.6M | Buy |
367,488
+59,381
| +19% | +$3M | ﹤0.01% | 1407 |
|
|
2019
Q4 | $22.8M | Sell |
308,107
-40,842
| -12% | -$3.03M | ﹤0.01% | 1532 |
|
|
2019
Q3 | $19.9M | Buy |
348,949
+91,459
| +36% | +$5.23M | ﹤0.01% | 1576 |
|
|
2019
Q2 | $16.8M | Sell |
257,490
-50,559
| -16% | -$3.31M | ﹤0.01% | 1734 |
|
|
2019
Q1 | $22.8M | Buy |
308,049
+1,775
| +0.6% | +$131K | ﹤0.01% | 1494 |
|
|
2018
Q4 | $18.3M | Sell |
306,274
-28,424
| -8% | -$1.7M | ﹤0.01% | 1502 |
|
|
2018
Q3 | $31.6M | Buy |
334,698
+81,267
| +32% | +$7.67M | ﹤0.01% | 1265 |
|
|
2018
Q2 | $19M | Buy |
253,431
+120,199
| +90% | +$9.03M | ﹤0.01% | 1607 |
|
|
2018
Q1 | $8.07M | Sell |
133,232
-10,857
| -8% | -$657K | ﹤0.01% | 2289 |
|
|
2017
Q4 | $6.72M | Sell |
144,089
-89,631
| -38% | -$4.18M | ﹤0.01% | 2437 |
|
|
2017
Q3 | $11.8M | Buy |
233,720
+101,399
| +77% | +$5.13M | ﹤0.01% | 2038 |
|
|
2017
Q2 | $6.59M | Buy |
132,321
+46,138
| +54% | +$2.3M | ﹤0.01% | 2405 |
|
|
2017
Q1 | $3.66M | Buy |
86,183
+31,500
| +58% | +$1.34M | ﹤0.01% | 2850 |
|
|
2016
Q4 | $2.22M | Buy |
54,683
+44,402
| +432% | +$1.8M | ﹤0.01% | 3140 |
|
|
2016
Q3 | $389K | Buy |
10,281
+2,016
| +24% | +$76.3K | ﹤0.01% | 4094 |
|
|
2016
Q2 | $252K | Sell |
8,265
-4,275
| -34% | -$130K | ﹤0.01% | 4330 |
|
|
2016
Q1 | $309K | Buy |
12,540
+2,454
| +24% | +$60.5K | ﹤0.01% | 4147 |
|
|
2015
Q4 | $253K | Sell |
10,086
-6,881
| -41% | -$173K | ﹤0.01% | 4319 |
|
|
2015
Q3 | $501K | Sell |
16,967
-21,863
| -56% | -$646K | ﹤0.01% | 3917 |
|
|
2015
Q2 | $1.24M | Buy |
38,830
+38,699
| +29,541% | +$1.24M | ﹤0.01% | 3122 |
|
|
2015
Q1 | $3K | Sell |
131
-369
| -74% | -$8.45K | ﹤0.01% | 5589 |
|
|
2014
Q4 | $13K | Buy |
+500
| New | +$13K | ﹤0.01% | 5332 |
|