Creative Planning’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.14M | Buy |
49,064
+14,338
| +41% | +$1.5M | ﹤0.01% | 741 |
|
|
2025
Q1 | $3.07M | Buy |
34,726
+505
| +1% | +$44.6K | ﹤0.01% | 921 |
|
|
2024
Q4 | $3.28M | Buy |
34,221
+10,589
| +45% | +$1.02M | ﹤0.01% | 851 |
|
|
2024
Q3 | $1.93M | Buy |
23,632
+3,706
| +19% | +$303K | ﹤0.01% | 1075 |
|
|
2024
Q2 | $1.72M | Buy |
19,926
+3,983
| +25% | +$343K | ﹤0.01% | 1065 |
|
|
2024
Q1 | $1.3M | Buy |
15,943
+6,341
| +66% | +$518K | ﹤0.01% | 1168 |
|
|
2023
Q4 | $637K | Buy |
9,602
+2,744
| +40% | +$182K | ﹤0.01% | 1522 |
|
|
2023
Q3 | $501K | Buy |
6,858
+1,583
| +30% | +$116K | ﹤0.01% | 1570 |
|
|
2023
Q2 | $333K | Buy |
+5,275
| New | +$333K | ﹤0.01% | 1820 |
|
|
2021
Q2 | – | Sell |
-3,546
| Closed | -$241K | – | 2140 |
|
|
2021
Q1 | $241K | Buy |
3,546
+21
| +0.6% | +$1.43K | ﹤0.01% | 1915 |
|
|
2020
Q4 | $246K | Buy |
+3,525
| New | +$246K | ﹤0.01% | 1722 |
|
|
2020
Q3 | – | Sell |
-4,109
| Closed | -$241K | – | 1976 |
|
|
2020
Q2 | $241K | Sell |
4,109
-91
| -2% | -$5.34K | ﹤0.01% | 1412 |
|
|
2020
Q1 | $212K | Buy |
4,200
+893
| +27% | +$45.1K | ﹤0.01% | 1350 |
|
|
2019
Q4 | $245K | Buy |
+3,307
| New | +$245K | ﹤0.01% | 1511 |
|
|
2019
Q3 | – | Sell |
-4,408
| Closed | -$288K | – | 1905 |
|
|
2019
Q2 | $288K | Buy |
4,408
+591
| +15% | +$38.6K | ﹤0.01% | 1392 |
|
|
2019
Q1 | $282K | Sell |
3,817
-203
| -5% | -$15K | ﹤0.01% | 1352 |
|
|
2018
Q4 | $240K | Buy |
4,020
+852
| +27% | +$50.9K | ﹤0.01% | 1364 |
|
|
2018
Q3 | $299K | Buy |
3,168
+500
| +19% | +$47.2K | ﹤0.01% | 1384 |
|
|
2018
Q2 | $200K | Sell |
2,668
-248
| -9% | -$18.6K | ﹤0.01% | 1624 |
|
|
2018
Q1 | $177K | Buy |
+2,916
| New | +$177K | ﹤0.01% | 1632 |
|
|
2017
Q3 | – | Sell |
-3,274
| Closed | -$163K | – | 2636 |
|
|
2017
Q2 | $163K | Buy |
3,274
+1,590
| +94% | +$79.2K | ﹤0.01% | 1629 |
|
|
2017
Q1 | $71K | Buy |
1,684
+1,160
| +221% | +$48.9K | ﹤0.01% | 2183 |
|
|
2016
Q4 | $21K | Buy |
524
+474
| +948% | +$19K | ﹤0.01% | 3011 |
|
|
2016
Q3 | $2K | Buy |
50
+40
| +400% | +$1.6K | ﹤0.01% | 4094 |
|
|
2016
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 4257 |
|