Fidelity Investments’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 | $528M | Buy |
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|
2025
Q1 | $441M | Sell |
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|
2024
Q4 | $520M | Buy |
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|
2024
Q3 | $433M | Sell |
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|
2024
Q2 | $459M | Buy |
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|
2024
Q1 | $405M | Sell |
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|
2023
Q4 | $346M | Sell |
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|
2023
Q3 | $413M | Buy |
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|
2023
Q2 | $299M | Buy |
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|
2023
Q1 | $266M | Buy |
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|
2022
Q4 | $267M | Buy |
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|
2022
Q3 | $268M | Buy |
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|
2022
Q2 | $220M | Buy |
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|
2022
Q1 | $217M | Buy |
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|
2021
Q4 | $129M | Buy |
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|
2021
Q3 | $75.7M | Sell |
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|
2021
Q2 | $95.2M | Sell |
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|
2021
Q1 | $82.3M | Sell |
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|
2020
Q4 | $89.9M | Buy |
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|
2020
Q3 | $19.1M | Sell |
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|
2020
Q2 | $34.6M | Sell |
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|
2020
Q1 | $70.8M | Sell |
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|
2019
Q4 | $292M | Buy |
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|
2019
Q3 | $196M | Buy |
|
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|
2019
Q2 | $32.6M | Sell |
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|
2019
Q1 | $212M | Sell |
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|
2018
Q4 | $198M | Sell |
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|
2018
Q3 | $329M | Buy |
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|
2018
Q2 | $256M | Buy |
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|
2018
Q1 | $163M | Buy |
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|
2017
Q4 | $105M | Buy |
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|
2017
Q3 | $102M | Sell |
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|
2017
Q2 | $111M | Buy |
|
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|
2017
Q1 | $65.2M | Buy |
|
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|
2016
Q4 | $50.6M | Buy |
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|
2016
Q3 | $21.5M | Buy |
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|
2016
Q2 | $4.7M | Sell |
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|
2016
Q1 | $4.51M | Sell |
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|
2015
Q4 | $14.2M | Buy |
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|
2015
Q3 | $10.4M | Buy |
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|
2015
Q2 | $4.81M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.57M | Buy |
|