Institute for Wealth Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $668K | Sell |
6,376
-68
| -1% | -$7.12K | 0.07% | 257 |
|
|
2025
Q1 | $569K | Sell |
6,444
-110
| -2% | -$9.72K | 0.07% | 268 |
|
|
2024
Q4 | $629K | Sell |
6,554
-12
| -0.2% | -$1.15K | 0.08% | 247 |
|
|
2024
Q3 | $537K | Sell |
6,566
-123
| -2% | -$10.1K | 0.07% | 283 |
|
|
2024
Q2 | $577K | Sell |
6,689
-80
| -1% | -$6.9K | 0.08% | 253 |
|
|
2024
Q1 | $553K | Hold |
6,769
| – | – | 0.07% | 268 |
|
|
2023
Q4 | $449K | Sell |
6,769
-17
| -0.3% | -$1.13K | 0.07% | 289 |
|
|
2023
Q3 | $496K | Sell |
6,786
-57
| -0.8% | -$4.16K | 0.09% | 257 |
|
|
2023
Q2 | $432K | Buy |
6,843
+179
| +3% | +$11.3K | 0.07% | 286 |
|
|
2023
Q1 | $391K | Hold |
6,664
| – | – | 0.07% | 296 |
|
|
2022
Q4 | $411K | Sell |
6,664
-177
| -3% | -$10.9K | 0.09% | 289 |
|
|
2022
Q3 | $460K | Hold |
6,841
| – | – | 0.1% | 252 |
|
|
2022
Q2 | $420K | Hold |
6,841
| – | – | 0.08% | 308 |
|
|
2022
Q1 | $461K | Buy |
6,841
+7
| +0.1% | +$472 | 0.07% | 306 |
|
|
2021
Q4 | $302K | Sell |
6,834
-355
| -5% | -$15.7K | 0.05% | 377 |
|
|
2021
Q3 | $466K | Sell |
7,189
-18
| -0.2% | -$1.17K | 0.08% | 287 |
|
|
2021
Q2 | $580K | Hold |
7,207
| – | – | 0.1% | 241 |
|
|
2021
Q1 | $490K | Sell |
7,207
-47
| -0.6% | -$3.2K | 0.09% | 269 |
|
|
2020
Q4 | $506K | Sell |
7,254
-65
| -0.9% | -$4.53K | 0.1% | 247 |
|
|
2020
Q3 | $376K | Sell |
7,319
-260
| -3% | -$13.4K | 0.09% | 273 |
|
|
2020
Q2 | $445K | Buy |
7,579
+45
| +0.6% | +$2.64K | 0.11% | 254 |
|
|
2020
Q1 | $381K | Sell |
7,534
-291
| -4% | -$14.7K | 0.12% | 232 |
|
|
2019
Q4 | $580K | Sell |
7,825
-329
| -4% | -$24.4K | 0.13% | 222 |
|
|
2019
Q3 | $466K | Sell |
8,154
-98
| -1% | -$5.6K | 0.12% | 247 |
|
|
2019
Q2 | $540K | Sell |
8,252
-240
| -3% | -$15.7K | 0.12% | 243 |
|
|
2019
Q1 | $628K | Hold |
8,492
| – | – | 0.14% | 202 |
|
|
2018
Q4 | $507K | Buy |
+8,492
| New | +$507K | 0.21% | 146 |
|
|
2018
Q1 | – | Sell |
-6,775
| Closed | -$315K | – | 314 |
|
|
2017
Q4 | $315K | Buy |
+6,775
| New | +$315K | 0.07% | 297 |
|