Global Retirement Partners’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $264K | Buy |
2,879
+2,806
| +3,844% | +$269K | ﹤0.01% | 1312 |
|
|
2025
Q3 | $6.92K | Buy |
73
+15
| +26% | +$1.41K | ﹤0.01% | 2848 |
|
|
2025
Q2 | $6.08K | Buy |
+58
| New | +$5.5K | ﹤0.01% | 2819 |
|
|
2024
Q4 | $6.24K | Sell |
65
-32
| -33% | -$2.98K | ﹤0.01% | 2584 |
|
|
2024
Q3 | $7.94K | Sell |
97
-72
| -43% | -$5.55K | ﹤0.01% | 2380 |
|
|
2024
Q2 | $14.6K | Buy |
169
+90
| +114% | +$7.27K | ﹤0.01% | 2142 |
|
|
2024
Q1 | $6.45K | Hold |
79
| – | – | ﹤0.01% | 2297 |
|
|
2023
Q4 | $5.79K | Sell |
79
-11
| -12% | -$763 | ﹤0.01% | 2270 |
|
|
2023
Q3 | $6.49K | Sell |
90
-5
| -5% | -$338 | ﹤0.01% | 2103 |
|
|
2023
Q2 | $6K | Buy |
95
+15
| +19% | +$870 | ﹤0.01% | 2132 |
|
|
2023
Q1 | $4.08K | Hold |
80
| – | – | ﹤0.01% | 2243 |
|
|
2022
Q4 | $4.93K | Buy |
80
+21
| +36% | +$1.41K | ﹤0.01% | 2027 |
|
|
2022
Q3 | $5K | Sell |
59
-5
| -8% | -$316 | ﹤0.01% | 1928 |
|
|
2022
Q2 | $4K | Hold |
64
| – | – | ﹤0.01% | 1965 |
|
|
2022
Q1 | $4K | Buy |
64
+26
| +68% | +$1.4K | ﹤0.01% | 1962 |
|
|
2021
Q4 | $2K | Sell |
38
-494
| -93% | -$28.8K | ﹤0.01% | 220 |
|
|
2021
Q3 | $34K | Hold |
532
| – | – | ﹤0.01% | 995 |
|
|
2021
Q2 | $43K | Sell |
532
-38
| -7% | -$2.9K | ﹤0.01% | 919 |
|
|
2021
Q1 | $39K | Buy |
570
+4
| +0.7% | +$314 | ﹤0.01% | 872 |
|
|
2020
Q4 | $39K | Buy |
566
+25
| +5% | +$1.55K | ﹤0.01% | 815 |
|
|
2020
Q3 | $28K | Buy |
541
+40
| +8% | +$2.2K | ﹤0.01% | 815 |
|
|
2020
Q2 | $29K | Buy |
501
+65
| +15% | +$3.59K | ﹤0.01% | 778 |
|
|
2020
Q1 | $22K | Hold |
436
| – | – | ﹤0.01% | 771 |
|
|
2019
Q4 | $32K | Buy |
436
+5
| +1% | +$312 | ﹤0.01% | 774 |
|
|
2019
Q3 | $25K | Buy |
431
+75
| +21% | +$4.98K | ﹤0.01% | 823 |
|
|
2019
Q2 | $23K | Sell |
356
-200
| -36% | -$13.9K | ﹤0.01% | 844 |
|
|
2019
Q1 | $41K | Buy |
556
+234
| +73% | +$16.5K | 0.01% | 598 |
|
|
2018
Q4 | $19K | Sell |
322
-252
| -44% | -$20.3K | ﹤0.01% | 759 |
|
|
2018
Q3 | $54K | Buy |
574
+300
| +109% | +$25.8K | 0.01% | 540 |
|
|
2018
Q2 | $21K | Buy |
274
+200
| +270% | +$14.4K | 0.01% | 778 |
|
|
2018
Q1 | $4K | Sell |
74
-20
| -21% | -$1.08K | ﹤0.01% | 1202 |
|
|
2017
Q4 | $4K | Buy |
+94
| New | +$4.65K | ﹤0.01% | 1161 |
|
|
2017
Q3 | – | Sell |
-800
| Closed | -$40K | – | 1223 |
|
|
2017
Q2 | $40K | Hold |
800
| – | – | 0.02% | 457 |
|
|
2017
Q1 | $34K | Buy |
800
+200
| +33% | +$8.85K | 0.02% | 439 |
|
|
2016
Q4 | $24K | Buy |
+600
| New | +$23.2K | 0.02% | 480 |
|
Other funds holding HQY
WA
