Commerce Bank’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 | $560K | Sell |
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|
2025
Q1 | $533K | Sell |
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|
2024
Q4 | $585K | Sell |
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|
2024
Q3 | $649K | Sell |
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|
2024
Q2 | $705K | Hold |
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|
2024
Q1 | $667K | Sell |
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|
2023
Q4 | $559K | Sell |
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|
2023
Q3 | $655K | Sell |
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|
2023
Q2 | $617K | Sell |
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|
2023
Q1 | $597K | Buy |
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|
2022
Q4 | $529K | Sell |
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|
2022
Q3 | $591K | Hold |
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|
2022
Q2 | $540K | Buy |
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|
2022
Q1 | $591K | Sell |
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|
2021
Q4 | $410K | Buy |
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|
2021
Q3 | $515K | Sell |
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|
2021
Q2 | $666K | Buy |
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|
2021
Q1 | $560K | Sell |
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|
2020
Q4 | $585K | Hold |
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|
2020
Q3 | $431K | Buy |
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|
2020
Q2 | $347K | Buy |
|