Bank of New York Mellon’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.1M | Sell |
659,559
-4,303
| -0.6% | -$451K | 0.01% | 794 |
|
|
2025
Q1 | $58.7M | Sell |
663,862
-82,020
| -11% | -$7.25M | 0.01% | 867 |
|
|
2024
Q4 | $71.6M | Buy |
745,882
+996
| +0.1% | +$95.6K | 0.01% | 803 |
|
|
2024
Q3 | $61M | Sell |
744,886
-156,288
| -17% | -$12.8M | 0.01% | 903 |
|
|
2024
Q2 | $77.7M | Buy |
901,174
+98,994
| +12% | +$8.53M | 0.01% | 774 |
|
|
2024
Q1 | $65.5M | Sell |
802,180
-28,324
| -3% | -$2.31M | 0.01% | 884 |
|
|
2023
Q4 | $55.1M | Sell |
830,504
-22,303
| -3% | -$1.48M | 0.01% | 982 |
|
|
2023
Q3 | $62.3M | Buy |
852,807
+2,077
| +0.2% | +$152K | 0.01% | 860 |
|
|
2023
Q2 | $53.7M | Sell |
850,730
-2,953
| -0.3% | -$186K | 0.01% | 970 |
|
|
2023
Q1 | $50.1M | Sell |
853,683
-39,016
| -4% | -$2.29M | 0.01% | 1010 |
|
|
2022
Q4 | $55M | Sell |
892,699
-40,651
| -4% | -$2.51M | 0.01% | 925 |
|
|
2022
Q3 | $62.7M | Buy |
933,350
+13,268
| +1% | +$891K | 0.02% | 813 |
|
|
2022
Q2 | $56.5M | Sell |
920,082
-4,412
| -0.5% | -$271K | 0.01% | 907 |
|
|
2022
Q1 | $62.3M | Buy |
924,494
+32,662
| +4% | +$2.2M | 0.01% | 954 |
|
|
2021
Q4 | $39.5M | Buy |
891,832
+6,373
| +0.7% | +$282K | 0.01% | 1314 |
|
|
2021
Q3 | $57.3M | Sell |
885,459
-46,552
| -5% | -$3.01M | 0.01% | 1041 |
|
|
2021
Q2 | $75M | Buy |
932,011
+3,226
| +0.3% | +$260K | 0.01% | 874 |
|
|
2021
Q1 | $63.2M | Buy |
928,785
+27,823
| +3% | +$1.89M | 0.01% | 954 |
|
|
2020
Q4 | $62.8M | Sell |
900,962
-15,290
| -2% | -$1.07M | 0.01% | 917 |
|
|
2020
Q3 | $47.1M | Buy |
916,252
+8,487
| +0.9% | +$436K | 0.01% | 951 |
|
|
2020
Q2 | $53.3M | Buy |
907,765
+35,184
| +4% | +$2.06M | 0.01% | 848 |
|
|
2020
Q1 | $44.1M | Buy |
872,581
+3,704
| +0.4% | +$187K | 0.01% | 824 |
|
|
2019
Q4 | $64.4M | Buy |
868,877
+1,558
| +0.2% | +$115K | 0.02% | 835 |
|
|
2019
Q3 | $49.6M | Buy |
867,319
+149,012
| +21% | +$8.52M | 0.01% | 952 |
|
|
2019
Q2 | $47M | Sell |
718,307
-446,602
| -38% | -$29.2M | 0.01% | 1013 |
|
|
2019
Q1 | $86.2M | Buy |
1,164,909
+174,507
| +18% | +$12.9M | 0.02% | 658 |
|
|
2018
Q4 | $59.1M | Buy |
990,402
+118,080
| +14% | +$7.04M | 0.02% | 787 |
|
|
2018
Q3 | $82.4M | Buy |
872,322
+169,985
| +24% | +$16M | 0.02% | 709 |
|
|
2018
Q2 | $52.7M | Sell |
702,337
-959
| -0.1% | -$72K | 0.01% | 967 |
|
|
2018
Q1 | $42.6M | Sell |
703,296
-200,810
| -22% | -$12.2M | 0.01% | 1100 |
|
|
2017
Q4 | $42.2M | Sell |
904,106
-23,150
| -2% | -$1.08M | 0.01% | 1112 |
|
|
2017
Q3 | $46.9M | Buy |
927,256
+37,737
| +4% | +$1.91M | 0.01% | 1037 |
|
|
2017
Q2 | $44.3M | Buy |
889,519
+73,015
| +9% | +$3.64M | 0.01% | 1045 |
|
|
2017
Q1 | $34.7M | Buy |
816,504
+264,604
| +48% | +$11.2M | 0.01% | 1211 |
|
|
2016
Q4 | $22.4M | Buy |
551,900
+21,740
| +4% | +$881K | 0.01% | 1466 |
|
|
2016
Q3 | $20.1M | Buy |
530,160
+54,327
| +11% | +$2.06M | 0.01% | 1466 |
|
|
2016
Q2 | $14.5M | Buy |
475,833
+50,828
| +12% | +$1.54M | ﹤0.01% | 1627 |
|
|
2016
Q1 | $10.5M | Buy |
425,005
+13,018
| +3% | +$321K | ﹤0.01% | 1814 |
|
|
2015
Q4 | $10.3M | Buy |
411,987
+10,890
| +3% | +$273K | ﹤0.01% | 1825 |
|
|
2015
Q3 | $11.9M | Buy |
401,097
+79,021
| +25% | +$2.34M | ﹤0.01% | 1758 |
|
|
2015
Q2 | $10.3M | Buy |
322,076
+265,980
| +474% | +$8.53M | ﹤0.01% | 1950 |
|
|
2015
Q1 | $1.4M | Buy |
56,096
+4,353
| +8% | +$109K | ﹤0.01% | 3096 |
|
|
2014
Q4 | $1.32M | Buy |
51,743
+17,754
| +52% | +$452K | ﹤0.01% | 3133 |
|
|
2014
Q3 | $622K | Buy |
+33,989
| New | +$622K | ﹤0.01% | 3544 |
|