Dimensional Fund Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159M | Sell |
1,520,854
-12,519
| -0.8% | -$1.31M | 0.04% | 659 |
|
|
2025
Q1 | $135M | Sell |
1,533,373
-49,450
| -3% | -$4.37M | 0.03% | 732 |
|
|
2024
Q4 | $152M | Buy |
1,582,823
+1,100
| +0.1% | +$106K | 0.04% | 678 |
|
|
2024
Q3 | $129M | Buy |
1,581,723
+34,321
| +2% | +$2.81M | 0.03% | 827 |
|
|
2024
Q2 | $133M | Buy |
1,547,402
+115,841
| +8% | +$9.98M | 0.03% | 718 |
|
|
2024
Q1 | $117M | Buy |
1,431,561
+21,821
| +2% | +$1.78M | 0.03% | 822 |
|
|
2023
Q4 | $93.5M | Buy |
1,409,740
+108,108
| +8% | +$7.17M | 0.03% | 964 |
|
|
2023
Q3 | $95.1M | Buy |
1,301,632
+111,208
| +9% | +$8.12M | 0.03% | 841 |
|
|
2023
Q2 | $75.2M | Buy |
1,190,424
+84,724
| +8% | +$5.35M | 0.02% | 1044 |
|
|
2023
Q1 | $64.9M | Buy |
1,105,700
+142,179
| +15% | +$8.35M | 0.02% | 1127 |
|
|
2022
Q4 | $59.4K | Buy |
963,521
+28,224
| +3% | +$1.74K | 0.02% | 1192 |
|
|
2022
Q3 | $62.8M | Buy |
935,297
+151,135
| +19% | +$10.2M | 0.02% | 1037 |
|
|
2022
Q2 | $48.1M | Buy |
784,162
+84,643
| +12% | +$5.2M | 0.02% | 1314 |
|
|
2022
Q1 | $47.2M | Buy |
699,519
+159,630
| +30% | +$10.8M | 0.01% | 1452 |
|
|
2021
Q4 | $23.9M | Buy |
539,889
+27,146
| +5% | +$1.2M | 0.01% | 1890 |
|
|
2021
Q3 | $33.2M | Buy |
512,743
+85,107
| +20% | +$5.51M | 0.01% | 1715 |
|
|
2021
Q2 | $34.4M | Buy |
427,636
+172,492
| +68% | +$13.9M | 0.01% | 1728 |
|
|
2021
Q1 | $17.3M | Buy |
255,144
+199,694
| +360% | +$13.6M | 0.01% | 2082 |
|
|
2020
Q4 | $3.87M | Sell |
55,450
-2,195
| -4% | -$153K | ﹤0.01% | 2613 |
|
|
2020
Q3 | $2.96M | Buy |
57,645
+9,148
| +19% | +$470K | ﹤0.01% | 2629 |
|
|
2020
Q2 | $2.85M | Sell |
48,497
-145,543
| -75% | -$8.54M | ﹤0.01% | 2644 |
|
|
2020
Q1 | $9.82M | Sell |
194,040
-374,842
| -66% | -$19M | 0.01% | 2131 |
|
|
2019
Q4 | $42.1M | Sell |
568,882
-52,908
| -9% | -$3.92M | 0.02% | 1581 |
|
|
2019
Q3 | $35.5M | Buy |
621,790
+59,540
| +11% | +$3.4M | 0.01% | 1672 |
|
|
2019
Q2 | $36.8M | Buy |
562,250
+18,873
| +3% | +$1.23M | 0.01% | 1680 |
|
|
2019
Q1 | $40.2M | Buy |
543,377
+37,552
| +7% | +$2.78M | 0.02% | 1612 |
|
|
2018
Q4 | $30.2M | Buy |
505,825
+8,813
| +2% | +$526K | 0.01% | 1725 |
|
|
2018
Q3 | $46.9M | Sell |
497,012
-72,243
| -13% | -$6.82M | 0.02% | 1526 |
|
|
2018
Q2 | $42.8M | Sell |
569,255
-32,599
| -5% | -$2.45M | 0.02% | 1592 |
|
|
2018
Q1 | $36.4M | Buy |
601,854
+65,324
| +12% | +$3.95M | 0.02% | 1672 |
|
|
2017
Q4 | $25M | Buy |
536,530
+5,242
| +1% | +$245K | 0.01% | 1943 |
|
|
2017
Q3 | $26.9M | Buy |
531,288
+57,855
| +12% | +$2.93M | 0.01% | 1869 |
|
|
2017
Q2 | $23.6M | Buy |
473,433
+95,514
| +25% | +$4.76M | 0.01% | 1929 |
|
|
2017
Q1 | $16M | Buy |
377,919
+104,960
| +38% | +$4.46M | 0.01% | 2105 |
|
|
2016
Q4 | $11.1M | Buy |
272,959
+43,403
| +19% | +$1.76M | 0.01% | 2255 |
|
|
2016
Q3 | $8.69M | Buy |
+229,556
| New | +$8.69M | ﹤0.01% | 2307 |
|