Institute for Wealth Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.29M | Buy |
|
|||||
|
2025
Q2 | $668K | Sell |
|
|||||
|
2025
Q1 | $569K | Sell |
|
|||||
|
2024
Q4 | $629K | Sell |
|
|||||
|
2024
Q3 | $537K | Sell |
|
|||||
|
2024
Q2 | $577K | Sell |
|
|||||
|
2024
Q1 | $553K | Hold |
|
|||||
|
2023
Q4 | $449K | Sell |
|
|||||
|
2023
Q3 | $496K | Sell |
|
|||||
|
2023
Q2 | $432K | Buy |
|
|||||
|
2023
Q1 | $391K | Hold |
|
|||||
|
2022
Q4 | $411K | Sell |
|
|||||
|
2022
Q3 | $460K | Hold |
|
|||||
|
2022
Q2 | $420K | Hold |
|
|||||
|
2022
Q1 | $461K | Buy |
|
|||||
|
2021
Q4 | $302K | Sell |
|
|||||
|
2021
Q3 | $466K | Sell |
|
|||||
|
2021
Q2 | $580K | Hold |
|
|||||
|
2021
Q1 | $490K | Sell |
|
|||||
|
2020
Q4 | $506K | Sell |
|
|||||
|
2020
Q3 | $376K | Sell |
|
|||||
|
2020
Q2 | $445K | Buy |
|
|||||
|
2020
Q1 | $381K | Sell |
|
|||||
|
2019
Q4 | $580K | Sell |
|
|||||
|
2019
Q3 | $466K | Sell |
|
|||||
|
2019
Q2 | $540K | Sell |
|
|||||
|
2019
Q1 | $628K | Hold |
|
|||||
|
2018
Q4 | $507K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $315K | Buy |
|