Mackenzie Financial’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133M | Sell |
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|
2025
Q1 | $147M | Sell |
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|
2024
Q4 | $186M | Sell |
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|
2024
Q3 | $193M | Sell |
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|
2024
Q2 | $204M | Buy |
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|
2024
Q1 | $166M | Buy |
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|
2023
Q4 | $120M | Buy |
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|
2023
Q3 | $84M | Sell |
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|
2023
Q2 | $71.5M | Sell |
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|
2023
Q1 | $67.7M | Sell |
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|
2022
Q4 | $78.5M | Sell |
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|
2022
Q3 | $127M | Sell |
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|
2022
Q2 | $126M | Sell |
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|
2022
Q1 | $139M | Sell |
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|
2021
Q4 | $100M | Buy |
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|
2021
Q3 | $120M | Buy |
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|
2021
Q2 | $141M | Buy |
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|
2021
Q1 | $112M | Buy |
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|
2020
Q4 | $70.6M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2.47M | Sell |
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|
2016
Q2 | $2.35M | Buy |
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|
2016
Q1 | $1.39M | Buy |
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|
2015
Q4 | $708K | Buy |
|