Bank of Montreal’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
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|
2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $913K | Buy |
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|
2024
Q2 | $976K | Buy |
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|
2024
Q1 | $844K | Buy |
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|
2023
Q4 | $613K | Buy |
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|
2023
Q3 | $586K | Buy |
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|
2023
Q2 | $530K | Sell |
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|
2023
Q1 | $863K | Buy |
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|
2022
Q4 | $702K | Buy |
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|
2022
Q3 | $630 | Buy |
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|
2022
Q2 | $473 | Sell |
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|
2022
Q1 | $553K | Buy |
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|
2021
Q4 | $250K | Sell |
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|
2021
Q3 | $482K | Buy |
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|
2021
Q2 | $489K | Sell |
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|
2021
Q1 | $531K | Sell |
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|
2020
Q4 | $5.9M | Sell |
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|
2020
Q3 | $7.8M | Sell |
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|
2020
Q2 | $8.46M | Buy |
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|
2020
Q1 | $6.34M | Buy |
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|
2019
Q4 | $6.99M | Buy |
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|
2019
Q3 | $514K | Buy |
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|
2019
Q2 | $524K | Buy |
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|
2019
Q1 | $165K | Sell |
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|
2018
Q4 | $6.42M | Buy |
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|
2018
Q3 | $5.76M | Sell |
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|
2018
Q2 | $4.71M | Sell |
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|
2018
Q1 | $4.02M | Sell |
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|
2017
Q4 | $3.33M | Sell |
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|
2017
Q3 | $4.19M | Sell |
|
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|
2017
Q2 | $4.45M | Sell |
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|
2017
Q1 | $4.32M | Sell |
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|
2016
Q4 | $4.65M | Buy |
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|
2016
Q3 | $3.68M | Sell |
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|
2016
Q2 | $3.29M | Sell |
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|
2016
Q1 | $2.93M | Sell |
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|
2015
Q4 | $3.42M | Sell |
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|
2015
Q3 | $6.6M | Sell |
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|
2015
Q2 | $7.43M | Buy |
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