Bank of Montreal’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
15,422
-2,998
| -16% | -$314K | ﹤0.01% | 1443 |
|
|
2025
Q1 | $1.63M | Buy |
18,420
+5,664
| +44% | +$501K | ﹤0.01% | 1394 |
|
|
2024
Q4 | $1.22M | Buy |
12,756
+1,338
| +12% | +$128K | ﹤0.01% | 1553 |
|
|
2024
Q3 | $913K | Buy |
11,418
+110
| +1% | +$8.79K | ﹤0.01% | 1846 |
|
|
2024
Q2 | $976K | Buy |
11,308
+1,077
| +11% | +$92.9K | ﹤0.01% | 1803 |
|
|
2024
Q1 | $844K | Buy |
10,231
+1,084
| +12% | +$89.4K | ﹤0.01% | 1848 |
|
|
2023
Q4 | $613K | Buy |
9,147
+796
| +10% | +$53.4K | ﹤0.01% | 1993 |
|
|
2023
Q3 | $586K | Buy |
8,351
+29
| +0.3% | +$2.04K | ﹤0.01% | 2005 |
|
|
2023
Q2 | $530K | Sell |
8,322
-6,363
| -43% | -$405K | ﹤0.01% | 2213 |
|
|
2023
Q1 | $863K | Buy |
14,685
+3,404
| +30% | +$200K | ﹤0.01% | 1902 |
|
|
2022
Q4 | $702K | Buy |
11,281
+2,468
| +28% | +$154K | ﹤0.01% | 2045 |
|
|
2022
Q3 | $630 | Buy |
8,813
+1,606
| +22% | +$115 | ﹤0.01% | 2080 |
|
|
2022
Q2 | $473 | Sell |
7,207
-1,011
| -12% | -$66 | ﹤0.01% | 2350 |
|
|
2022
Q1 | $553K | Buy |
8,218
+2,532
| +45% | +$170K | ﹤0.01% | 2324 |
|
|
2021
Q4 | $250K | Sell |
5,686
-1,511
| -21% | -$66.4K | ﹤0.01% | 2776 |
|
|
2021
Q3 | $482K | Buy |
7,197
+1,347
| +23% | +$90.2K | ﹤0.01% | 2727 |
|
|
2021
Q2 | $489K | Sell |
5,850
-1,994
| -25% | -$167K | ﹤0.01% | 2701 |
|
|
2021
Q1 | $531K | Sell |
7,844
-71,892
| -90% | -$4.87M | ﹤0.01% | 2273 |
|
|
2020
Q4 | $5.9M | Sell |
79,736
-67,539
| -46% | -$5M | ﹤0.01% | 1115 |
|
|
2020
Q3 | $7.8M | Sell |
147,275
-3,678
| -2% | -$195K | 0.01% | 880 |
|
|
2020
Q2 | $8.46M | Buy |
150,953
+6,558
| +5% | +$368K | 0.01% | 830 |
|
|
2020
Q1 | $6.34M | Buy |
144,395
+50,052
| +53% | +$2.2M | 0.01% | 821 |
|
|
2019
Q4 | $6.99M | Buy |
94,343
+85,341
| +948% | +$6.32M | 0.01% | 1014 |
|
|
2019
Q3 | $514K | Buy |
9,002
+999
| +12% | +$57K | ﹤0.01% | 2006 |
|
|
2019
Q2 | $524K | Buy |
8,003
+5,769
| +258% | +$378K | ﹤0.01% | 2018 |
|
|
2019
Q1 | $165K | Sell |
2,234
-105,484
| -98% | -$7.79M | ﹤0.01% | 2446 |
|
|
2018
Q4 | $6.43M | Buy |
107,718
+46,637
| +76% | +$2.78M | 0.01% | 894 |
|
|
2018
Q3 | $5.77M | Sell |
61,081
-1,576
| -3% | -$149K | ﹤0.01% | 1036 |
|
|
2018
Q2 | $4.71M | Sell |
62,657
-3,784
| -6% | -$284K | ﹤0.01% | 1105 |
|
|
2018
Q1 | $4.02M | Sell |
66,441
-4,854
| -7% | -$294K | ﹤0.01% | 1171 |
|
|
2017
Q4 | $3.33M | Sell |
71,295
-11,443
| -14% | -$534K | ﹤0.01% | 1231 |
|
|
2017
Q3 | $4.19M | Sell |
82,738
-6,552
| -7% | -$331K | ﹤0.01% | 1179 |
|
|
2017
Q2 | $4.45M | Sell |
89,290
-12,422
| -12% | -$619K | ﹤0.01% | 1138 |
|
|
2017
Q1 | $4.32M | Sell |
101,712
-2,707
| -3% | -$115K | ﹤0.01% | 1081 |
|
|
2016
Q4 | $4.65M | Buy |
104,419
+7,223
| +7% | +$322K | ﹤0.01% | 1036 |
|
|
2016
Q3 | $3.68M | Sell |
97,196
-11,229
| -10% | -$425K | ﹤0.01% | 1149 |
|
|
2016
Q2 | $3.3M | Sell |
108,425
-10,428
| -9% | -$317K | ﹤0.01% | 1187 |
|
|
2016
Q1 | $2.93M | Sell |
118,853
-17,673
| -13% | -$436K | ﹤0.01% | 1177 |
|
|
2015
Q4 | $3.42M | Sell |
136,526
-86,712
| -39% | -$2.17M | ﹤0.01% | 1091 |
|
|
2015
Q3 | $6.6M | Sell |
223,238
-8,673
| -4% | -$256K | 0.01% | 832 |
|
|
2015
Q2 | $7.43M | Buy |
+231,911
| New | +$7.43M | 0.01% | 882 |
|