M&T Bank’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.27M | Sell |
27,124
-3,083
| -10% | -$253K | 0.01% | 567 |
|
|
2025
Q4 | $2.77M | Sell |
30,207
-2,539
| -8% | -$243K | 0.01% | 546 |
|
|
2025
Q3 | $3.1M | Sell |
32,746
-1,139
| -3% | -$107K | 0.01% | 476 |
|
|
2025
Q2 | $3.55M | Buy |
33,885
+2,002
| +6% | +$190K | 0.01% | 476 |
|
|
2025
Q1 | $2.82M | Sell |
31,883
-14,026
| -31% | -$1.44M | 0.01% | 515 |
|
|
2024
Q4 | $4.41M | Sell |
45,909
-3,538
| -7% | -$330K | 0.01% | 460 |
|
|
2024
Q3 | $4.05M | Buy |
49,447
+321
| +0.7% | +$24.8K | 0.01% | 476 |
|
|
2024
Q2 | $4.23M | Sell |
49,126
-359
| -0.7% | -$29K | 0.01% | 452 |
|
|
2024
Q1 | $4.04M | Buy |
49,485
+2,311
| +5% | +$180K | 0.01% | 472 |
|
|
2023
Q4 | $3.13M | Sell |
47,174
-5,056
| -10% | -$351K | 0.01% | 505 |
|
|
2023
Q3 | $3.82M | Sell |
52,230
-3,467
| -6% | -$234K | 0.02% | 454 |
|
|
2023
Q2 | $3.52M | Sell |
55,697
-931
| -2% | -$54K | 0.01% | 490 |
|
|
2023
Q1 | $3.32M | Sell |
56,628
-807
| -1% | -$49K | 0.01% | 501 |
|
|
2022
Q4 | $3.54M | Sell |
57,435
-5,700
| -9% | -$383K | 0.01% | 473 |
|
|
2022
Q3 | $4.24M | Buy |
63,135
+5,170
| +9% | +$327K | 0.02% | 422 |
|
|
2022
Q2 | $3.56M | Buy |
57,965
+6,678
| +13% | +$428K | 0.02% | 428 |
|
|
2022
Q1 | $3.46M | Buy |
51,287
+1,230
| +2% | +$66.4K | 0.02% | 432 |
|
|
2021
Q4 | $2.21M | Buy |
50,057
+3,939
| +9% | +$229K | 0.01% | 545 |
|
|
2021
Q3 | $2.99M | Buy |
46,118
+1,655
| +4% | +$115K | 0.01% | 475 |
|
|
2021
Q2 | $3.58M | Buy |
44,463
+1,130
| +3% | +$86.1K | 0.02% | 446 |
|
|
2021
Q1 | $2.94M | Buy |
43,333
+320
| +0.7% | +$25.1K | 0.01% | 470 |
|
|
2020
Q4 | $3M | Buy |
43,013
+1,839
| +4% | +$114K | 0.01% | 471 |
|
|
2020
Q3 | $2.12M | Buy |
41,174
+23,422
| +132% | +$1.29M | 0.01% | 515 |
|
|
2020
Q2 | $1.04M | Buy |
17,752
+3,048
| +21% | +$169K | 0.01% | 667 |
|
|
2020
Q1 | $744K | Buy |
14,704
+5,521
| +60% | +$367K | ﹤0.01% | 774 |
|
|
2019
Q4 | $680K | Buy |
9,183
+2,108
| +30% | +$132K | ﹤0.01% | 750 |
|
|
2019
Q3 | $404K | Buy |
7,075
+1,776
| +34% | +$118K | ﹤0.01% | 1047 |
|
|
2019
Q2 | $347K | Sell |
5,299
-1,490
| -22% | -$104K | ﹤0.01% | 1152 |
|
|
2019
Q1 | $502K | Buy |
6,789
+3,148
| +86% | +$221K | ﹤0.01% | 964 |
|
|
2018
Q4 | $218K | Sell |
3,641
-489
| -12% | -$39.4K | ﹤0.01% | 1262 |
|
|
2018
Q3 | $390K | Buy |
4,130
+335
| +9% | +$28.9K | ﹤0.01% | 1105 |
|
|
2018
Q2 | $285K | Buy |
3,795
+378
| +11% | +$27.2K | ﹤0.01% | 1247 |
|
|
2018
Q1 | $206K | Buy |
+3,417
| New | +$185K | ﹤0.01% | 1426 |
|
Other funds holding HQY
WA
VPM
VCM
