Charles Schwab’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 | $118M | Buy |
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|
2025
Q1 | $97.3M | Buy |
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|
2024
Q4 | $104M | Buy |
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|
2024
Q3 | $86.9M | Buy |
|
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|
2024
Q2 | $90.3M | Sell |
|
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|
2024
Q1 | $86.6M | Buy |
|
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|
2023
Q4 | $66.5M | Buy |
|
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|
2023
Q3 | $71.6M | Buy |
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|
2023
Q2 | $60.2M | Buy |
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|
2023
Q1 | $55M | Buy |
|
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|
2022
Q4 | $57.6M | Buy |
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|
2022
Q3 | $60.1M | Buy |
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|
2022
Q2 | $53M | Buy |
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|
2022
Q1 | $57.3M | Buy |
|
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|
2021
Q4 | $36M | Buy |
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|
2021
Q3 | $51.7M | Buy |
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|
2021
Q2 | $63.1M | Buy |
|
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|
2021
Q1 | $51.9M | Buy |
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|
2020
Q4 | $49.9M | Buy |
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|
2020
Q3 | $36.3M | Buy |
|
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|
2020
Q2 | $39.2M | Buy |
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|
2020
Q1 | $32M | Buy |
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|
2019
Q4 | $45.7M | Buy |
|
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|
2019
Q3 | $34.1M | Buy |
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|
2019
Q2 | $30M | Buy |
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|
2019
Q1 | $32M | Buy |
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|
2018
Q4 | $23.3M | Buy |
|
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|
2018
Q3 | $36.6M | Buy |
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|
2018
Q2 | $20.8M | Buy |
|
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|
2018
Q1 | $15.2M | Buy |
|
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|
2017
Q4 | $11.2M | Buy |
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|
2017
Q3 | $11.4M | Buy |
|
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|
2017
Q2 | $9.88M | Buy |
|
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|
2017
Q1 | $7.66M | Buy |
|
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|
2016
Q4 | $6.69M | Buy |
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|
2016
Q3 | $5.92M | Buy |
|
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|
2016
Q2 | $4.2M | Buy |
|
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|
2016
Q1 | $3.08M | Buy |
|
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|
2015
Q4 | $3.06M | Buy |
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|
2015
Q3 | $3.38M | Buy |
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|
2015
Q2 | $3.44M | Buy |
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|
2015
Q1 | $560K | Buy |
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|
2014
Q4 | $547K | Buy |
|