Goldman Sachs’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.1M | Sell |
917,283
-215,883
| -19% | -$22.6M | 0.01% | 779 |
|
|
2025
Q1 | $100M | Buy |
1,133,166
+15,458
| +1% | +$1.37M | 0.02% | 676 |
|
|
2024
Q4 | $107M | Buy |
1,117,708
+471,837
| +73% | +$45.3M | 0.02% | 658 |
|
|
2024
Q3 | $52.9M | Sell |
645,871
-66,044
| -9% | -$5.41M | 0.01% | 1025 |
|
|
2024
Q2 | $61.4M | Sell |
711,915
-414,037
| -37% | -$35.7M | 0.01% | 888 |
|
|
2024
Q1 | $91.9M | Sell |
1,125,952
-3,682
| -0.3% | -$301K | 0.02% | 701 |
|
|
2023
Q4 | $74.9M | Buy |
1,129,634
+223,428
| +25% | +$14.8M | 0.01% | 782 |
|
|
2023
Q3 | $66.2M | Buy |
906,206
+371,043
| +69% | +$27.1M | 0.01% | 803 |
|
|
2023
Q2 | $33.8M | Sell |
535,163
-151,452
| -22% | -$9.56M | 0.01% | 1183 |
|
|
2023
Q1 | $40.3M | Sell |
686,615
-5,796
| -0.8% | -$340K | 0.01% | 1045 |
|
|
2022
Q4 | $42.7M | Buy |
692,411
+108,782
| +19% | +$6.71M | 0.01% | 1081 |
|
|
2022
Q3 | $39.2M | Buy |
583,629
+116,404
| +25% | +$7.82M | 0.01% | 1111 |
|
|
2022
Q2 | $28.7M | Buy |
467,225
+95,426
| +26% | +$5.86M | 0.01% | 1361 |
|
|
2022
Q1 | $25.1M | Buy |
371,799
+24,974
| +7% | +$1.68M | 0.01% | 1566 |
|
|
2021
Q4 | $15.3M | Buy |
346,825
+70,599
| +26% | +$3.12M | ﹤0.01% | 1951 |
|
|
2021
Q3 | $17.9M | Sell |
276,226
-45,486
| -14% | -$2.95M | ﹤0.01% | 1824 |
|
|
2021
Q2 | $25.9M | Buy |
321,712
+4,657
| +1% | +$375K | 0.01% | 1545 |
|
|
2021
Q1 | $21.6M | Sell |
317,055
-182,172
| -36% | -$12.4M | 0.01% | 1630 |
|
|
2020
Q4 | $34.8M | Buy |
499,227
+76,877
| +18% | +$5.36M | 0.01% | 1199 |
|
|
2020
Q3 | $21.7M | Buy |
422,350
+55,888
| +15% | +$2.87M | 0.01% | 1427 |
|
|
2020
Q2 | $21.5M | Sell |
366,462
-14,253
| -4% | -$836K | 0.01% | 1426 |
|
|
2020
Q1 | $19.3M | Buy |
380,715
+39,784
| +12% | +$2.01M | 0.01% | 1345 |
|
|
2019
Q4 | $25.3M | Sell |
340,931
-17,294
| -5% | -$1.28M | 0.01% | 1461 |
|
|
2019
Q3 | $20.5M | Sell |
358,225
-262,339
| -42% | -$15M | 0.01% | 1503 |
|
|
2019
Q2 | $40.6M | Sell |
620,564
-85,101
| -12% | -$5.57M | 0.01% | 1142 |
|
|
2019
Q1 | $52.2M | Buy |
705,665
+49,301
| +8% | +$3.65M | 0.02% | 978 |
|
|
2018
Q4 | $39.2M | Buy |
656,364
+274,280
| +72% | +$16.4M | 0.01% | 1102 |
|
|
2018
Q3 | $36.1M | Buy |
382,084
+16,397
| +4% | +$1.55M | 0.01% | 1279 |
|
|
2018
Q2 | $27.5M | Buy |
365,687
+127,011
| +53% | +$9.54M | 0.01% | 1448 |
|
|
2018
Q1 | $14.5M | Buy |
238,676
+4,211
| +2% | +$255K | ﹤0.01% | 1732 |
|
|
2017
Q4 | $10.9M | Sell |
234,465
-134,984
| -37% | -$6.3M | ﹤0.01% | 1863 |
|
|
2017
Q3 | $18.7M | Buy |
369,449
+238,055
| +181% | +$12M | ﹤0.01% | 1622 |
|
|
2017
Q2 | $6.55M | Sell |
131,394
-8,252
| -6% | -$411K | ﹤0.01% | 2142 |
|
|
2017
Q1 | $5.93M | Sell |
139,646
-42,229
| -23% | -$1.79M | ﹤0.01% | 2109 |
|
|
2016
Q4 | $7.37M | Sell |
181,875
-151,914
| -46% | -$6.16M | ﹤0.01% | 1966 |
|
|
2016
Q3 | $12.6M | Buy |
333,789
+250,016
| +298% | +$9.46M | ﹤0.01% | 1720 |
|
|
2016
Q2 | $2.55M | Buy |
83,773
+33,136
| +65% | +$1.01M | ﹤0.01% | 2490 |
|
|
2016
Q1 | $1.25M | Sell |
50,637
-34,992
| -41% | -$863K | ﹤0.01% | 2758 |
|
|
2015
Q4 | $2.15M | Buy |
85,629
+31,320
| +58% | +$785K | ﹤0.01% | 2484 |
|
|
2015
Q3 | $1.6M | Buy |
54,309
+29,062
| +115% | +$858K | ﹤0.01% | 2665 |
|
|
2015
Q2 | $809K | Sell |
25,247
-8,803
| -26% | -$282K | ﹤0.01% | 3057 |
|
|
2015
Q1 | $851K | Buy |
+34,050
| New | +$851K | ﹤0.01% | 3009 |
|
|
2014
Q4 | – | Sell |
-12,611
| Closed | -$231K | – | 4584 |
|
|
2014
Q3 | $231K | Buy |
+12,611
| New | +$231K | ﹤0.01% | 3858 |
|