HSBC Holdings’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Buy |
7,561
+4,472
| +145% | +$469K | ﹤0.01% | 1493 |
|
|
2025
Q1 | $273K | Buy |
3,089
+395
| +15% | +$34.9K | ﹤0.01% | 1989 |
|
|
2024
Q4 | $259K | Sell |
2,694
-71,248
| -96% | -$6.84M | ﹤0.01% | 2171 |
|
|
2024
Q3 | $6M | Sell |
73,942
-18,027
| -20% | -$1.46M | ﹤0.01% | 878 |
|
|
2024
Q2 | $7.93M | Buy |
91,969
+22,508
| +32% | +$1.94M | ﹤0.01% | 793 |
|
|
2024
Q1 | $5.67M | Buy |
69,461
+1,470
| +2% | +$120K | ﹤0.01% | 889 |
|
|
2023
Q4 | $4.49M | Buy |
+67,991
| New | +$4.49M | ﹤0.01% | 950 |
|
|
2023
Q3 | – | Sell |
-7,098
| Closed | -$448K | – | 2216 |
|
|
2023
Q2 | $448K | Sell |
7,098
-3,042
| -30% | -$192K | ﹤0.01% | 1605 |
|
|
2023
Q1 | $594K | Buy |
+10,140
| New | +$594K | ﹤0.01% | 1577 |
|
|
2022
Q2 | – | Sell |
-12,729
| Closed | -$868K | – | 2863 |
|
|
2022
Q1 | $868K | Buy |
12,729
+3,126
| +33% | +$213K | ﹤0.01% | 1726 |
|
|
2021
Q4 | $429K | Buy |
+9,603
| New | +$429K | ﹤0.01% | 2103 |
|
|
2021
Q3 | – | Sell |
-10,771
| Closed | -$854K | – | 2567 |
|
|
2021
Q2 | $854K | Buy |
10,771
+5,454
| +103% | +$432K | ﹤0.01% | 1484 |
|
|
2021
Q1 | $360K | Buy |
5,317
+1,379
| +35% | +$93.4K | ﹤0.01% | 1845 |
|
|
2020
Q4 | $272K | Sell |
3,938
-1,676
| -30% | -$116K | ﹤0.01% | 2198 |
|
|
2020
Q3 | $287K | Buy |
5,614
+857
| +18% | +$43.8K | ﹤0.01% | 1864 |
|
|
2020
Q2 | $279K | Buy |
+4,757
| New | +$279K | ﹤0.01% | 1801 |
|
|
2020
Q1 | – | Sell |
-5,371
| Closed | -$397K | – | 2320 |
|
|
2019
Q4 | $397K | Buy |
+5,371
| New | +$397K | ﹤0.01% | 1846 |
|
|
2019
Q3 | – | Sell |
-19,230
| Closed | -$1.26M | – | 2464 |
|
|
2019
Q2 | $1.26M | Buy |
19,230
+15,304
| +390% | +$1M | ﹤0.01% | 1185 |
|
|
2019
Q1 | $290K | Buy |
+3,926
| New | +$290K | ﹤0.01% | 1838 |
|
|
2018
Q4 | – | Sell |
-29,705
| Closed | -$2.8M | – | 1962 |
|
|
2018
Q3 | $2.8M | Buy |
+29,705
| New | +$2.8M | ﹤0.01% | 948 |
|
|
2017
Q1 | – | Sell |
-9,510
| Closed | -$385K | – | 1858 |
|
|
2016
Q4 | $385K | Buy |
+9,510
| New | +$385K | ﹤0.01% | 1615 |
|