Macquarie Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5M | Sell |
176,617
-5,533
| -3% | -$580K | 0.02% | 686 |
|
|
2025
Q1 | $16.1M | Sell |
182,150
-61,908
| -25% | -$5.47M | 0.02% | 716 |
|
|
2024
Q4 | $23.4M | Sell |
244,058
-52,593
| -18% | -$5.05M | 0.03% | 617 |
|
|
2024
Q3 | $24.3M | Sell |
296,651
-65,702
| -18% | -$5.38M | 0.03% | 622 |
|
|
2024
Q2 | $31.2M | Sell |
362,353
-1,165
| -0.3% | -$100K | 0.04% | 548 |
|
|
2024
Q1 | $29.7M | Buy |
363,518
+19,013
| +6% | +$1.55M | 0.03% | 590 |
|
|
2023
Q4 | $22.8M | Buy |
344,505
+127,559
| +59% | +$8.46M | 0.03% | 640 |
|
|
2023
Q3 | $15.8M | Buy |
216,946
+178,741
| +468% | +$13.1M | 0.02% | 685 |
|
|
2023
Q2 | $2.41M | Buy |
38,205
+2,239
| +6% | +$141K | ﹤0.01% | 1126 |
|
|
2023
Q1 | $2.11M | Sell |
35,966
-21,870
| -38% | -$1.28M | ﹤0.01% | 1147 |
|
|
2022
Q4 | $3.57M | Buy |
57,836
+5,995
| +12% | +$370K | ﹤0.01% | 1040 |
|
|
2022
Q3 | $3.55M | Buy |
51,841
+2,095
| +4% | +$144K | ﹤0.01% | 1072 |
|
|
2022
Q2 | $3.05M | Sell |
49,746
-4,128
| -8% | -$253K | ﹤0.01% | 1156 |
|
|
2022
Q1 | $3.63K | Sell |
53,874
-8,429
| -14% | -$568 | ﹤0.01% | 1201 |
|
|
2021
Q4 | $2.76M | Sell |
62,303
-52,156
| -46% | -$2.31M | ﹤0.01% | 1279 |
|
|
2021
Q3 | $7.41M | Sell |
114,459
-40,846
| -26% | -$2.65M | 0.01% | 998 |
|
|
2021
Q2 | $12.5M | Buy |
155,305
+62,922
| +68% | +$5.06M | 0.01% | 886 |
|
|
2021
Q1 | $6.28M | Sell |
92,383
-313,028
| -77% | -$21.3M | 0.01% | 854 |
|
|
2020
Q4 | $28.3M | Buy |
405,411
+94,148
| +30% | +$6.56M | 0.04% | 435 |
|
|
2020
Q3 | $16M | Buy |
311,263
+105,329
| +51% | +$5.41M | 0.03% | 535 |
|
|
2020
Q2 | $12.1M | Sell |
205,934
-76,807
| -27% | -$4.51M | 0.02% | 587 |
|
|
2020
Q1 | $14.3M | Sell |
282,741
-43,059
| -13% | -$2.18M | 0.03% | 486 |
|
|
2019
Q4 | $24.1M | Buy |
325,800
+19,319
| +6% | +$1.43M | 0.03% | 462 |
|
|
2019
Q3 | $17.5M | Buy |
306,481
+42,395
| +16% | +$2.42M | 0.03% | 478 |
|
|
2019
Q2 | $17.3M | Buy |
264,086
+95,535
| +57% | +$6.25M | 0.03% | 491 |
|
|
2019
Q1 | $12.5M | Buy |
168,551
+142,325
| +543% | +$10.5M | 0.02% | 576 |
|
|
2018
Q4 | $1.56M | Sell |
26,226
-30,042
| -53% | -$1.79M | ﹤0.01% | 1020 |
|
|
2018
Q3 | $5.31M | Sell |
56,268
-5,825
| -9% | -$550K | 0.01% | 775 |
|
|
2018
Q2 | $4.66M | Sell |
62,093
-15,001
| -19% | -$1.13M | 0.01% | 795 |
|
|
2018
Q1 | $4.67M | Buy |
77,094
+14,303
| +23% | +$866K | 0.01% | 774 |
|
|
2017
Q4 | $2.93M | Buy |
62,791
+368
| +0.6% | +$17.2K | 0.01% | 923 |
|
|
2017
Q3 | $3.16M | Buy |
62,423
+7,784
| +14% | +$394K | 0.01% | 859 |
|
|
2017
Q2 | $2.72M | Sell |
54,639
-5,609
| -9% | -$280K | 0.01% | 896 |
|
|
2017
Q1 | $2.56M | Sell |
60,248
-1,280
| -2% | -$54.3K | ﹤0.01% | 907 |
|
|
2016
Q4 | $2.49M | Sell |
61,528
-6,836
| -10% | -$277K | ﹤0.01% | 899 |
|
|
2016
Q3 | $2.59M | Sell |
68,364
-83,624
| -55% | -$3.17M | 0.01% | 890 |
|
|
2016
Q2 | $4.62M | Buy |
+151,988
| New | +$4.62M | ﹤0.01% | 894 |
|