Envestnet Asset Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Buy |
136,259
+7,602
| +6% | +$791K | ﹤0.01% | 1498 |
|
|
2025
Q1 | $11.4M | Buy |
128,657
+13,918
| +12% | +$1.23M | ﹤0.01% | 1576 |
|
|
2024
Q4 | $11M | Buy |
114,739
+3,178
| +3% | +$305K | ﹤0.01% | 1571 |
|
|
2024
Q3 | $9.13M | Sell |
111,561
-4,053
| -4% | -$332K | ﹤0.01% | 1696 |
|
|
2024
Q2 | $9.97M | Buy |
115,614
+7,645
| +7% | +$659K | ﹤0.01% | 1568 |
|
|
2024
Q1 | $8.81M | Buy |
107,969
+27,528
| +34% | +$2.25M | ﹤0.01% | 1612 |
|
|
2023
Q4 | $5.33M | Sell |
80,441
-4,176
| -5% | -$277K | ﹤0.01% | 1855 |
|
|
2023
Q3 | $6.18M | Buy |
84,617
+24,685
| +41% | +$1.8M | ﹤0.01% | 1666 |
|
|
2023
Q2 | $3.78M | Buy |
59,932
+1,423
| +2% | +$89.8K | ﹤0.01% | 1873 |
|
|
2023
Q1 | $3.44M | Sell |
58,509
-20,711
| -26% | -$1.22M | ﹤0.01% | 1862 |
|
|
2022
Q4 | $4.88M | Buy |
79,220
+714
| +0.9% | +$44K | ﹤0.01% | 1620 |
|
|
2022
Q3 | $5.27M | Buy |
78,506
+8,822
| +13% | +$593K | ﹤0.01% | 1491 |
|
|
2022
Q2 | $4.28M | Buy |
69,684
+2,175
| +3% | +$134K | ﹤0.01% | 1610 |
|
|
2022
Q1 | $4.55M | Buy |
67,509
+20,102
| +42% | +$1.36M | ﹤0.01% | 1659 |
|
|
2021
Q4 | $2.1M | Buy |
47,407
+1,807
| +4% | +$79.9K | ﹤0.01% | 2139 |
|
|
2021
Q3 | $2.95M | Buy |
45,600
+5,611
| +14% | +$363K | ﹤0.01% | 1851 |
|
|
2021
Q2 | $3.22M | Buy |
39,989
+10,504
| +36% | +$845K | ﹤0.01% | 1770 |
|
|
2021
Q1 | $2.01M | Buy |
29,485
+8,328
| +39% | +$566K | ﹤0.01% | 1932 |
|
|
2020
Q4 | $1.48M | Sell |
21,157
-3,372
| -14% | -$235K | ﹤0.01% | 1956 |
|
|
2020
Q3 | $1.26M | Buy |
24,529
+4,235
| +21% | +$218K | ﹤0.01% | 1881 |
|
|
2020
Q2 | $1.19M | Buy |
20,294
+803
| +4% | +$47.1K | ﹤0.01% | 1864 |
|
|
2020
Q1 | $986K | Buy |
19,491
+3,750
| +24% | +$190K | ﹤0.01% | 1828 |
|
|
2019
Q4 | $1.17M | Sell |
15,741
-13,520
| -46% | -$1M | ﹤0.01% | 1923 |
|
|
2019
Q3 | $1.67M | Sell |
29,261
-7,170
| -20% | -$410K | ﹤0.01% | 1647 |
|
|
2019
Q2 | $2.38M | Buy |
36,431
+14,603
| +67% | +$955K | ﹤0.01% | 1452 |
|
|
2019
Q1 | $1.62M | Buy |
21,828
+2,063
| +10% | +$153K | ﹤0.01% | 1587 |
|
|
2018
Q4 | $1.18M | Buy |
+19,765
| New | +$1.18M | ﹤0.01% | 1632 |
|
|
2018
Q3 | – | Sell |
-3,989
| Closed | -$299K | – | 1852 |
|
|
2018
Q2 | $299K | Sell |
3,989
-2,688
| -40% | -$201K | ﹤0.01% | 1512 |
|
|
2018
Q1 | $416K | Buy |
6,677
+1,239
| +23% | +$77.2K | ﹤0.01% | 1279 |
|
|
2017
Q4 | $254K | Buy |
5,438
+68
| +1% | +$3.18K | ﹤0.01% | 1739 |
|
|
2017
Q3 | $273K | Buy |
+5,370
| New | +$273K | ﹤0.01% | 1705 |
|
|
2017
Q1 | – | Sell |
-3,787
| Closed | -$153K | – | 3133 |
|
|
2016
Q4 | $153K | Sell |
3,787
-920
| -20% | -$37.2K | ﹤0.01% | 2001 |
|
|
2016
Q3 | $178K | Buy |
4,707
+157
| +3% | +$5.94K | ﹤0.01% | 2066 |
|
|
2016
Q2 | $138K | Buy |
+4,550
| New | +$138K | ﹤0.01% | 2292 |
|