Massachusetts Financial Services’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.8M | Sell |
380,013
-98,091
| -21% | -$10.3M | 0.01% | 514 |
|
|
2025
Q1 | $42.3M | Buy |
478,104
+39,759
| +9% | +$3.51M | 0.01% | 480 |
|
|
2024
Q4 | $42.1M | Sell |
438,345
-46,437
| -10% | -$4.46M | 0.01% | 484 |
|
|
2024
Q3 | $39.7M | Buy |
484,782
+33,523
| +7% | +$2.74M | 0.01% | 498 |
|
|
2024
Q2 | $38.9M | Buy |
451,259
+77,686
| +21% | +$6.7M | 0.01% | 492 |
|
|
2024
Q1 | $30.5M | Sell |
373,573
-53,705
| -13% | -$4.38M | 0.01% | 525 |
|
|
2023
Q4 | $28.3M | Sell |
427,278
-312,899
| -42% | -$20.7M | 0.01% | 535 |
|
|
2023
Q3 | $54.1M | Sell |
740,177
-132,860
| -15% | -$9.71M | 0.02% | 427 |
|
|
2023
Q2 | $55.1M | Buy |
873,037
+78,907
| +10% | +$4.98M | 0.02% | 421 |
|
|
2023
Q1 | $46.6M | Buy |
794,130
+308,770
| +64% | +$18.1M | 0.02% | 446 |
|
|
2022
Q4 | $29.9M | Sell |
485,360
-153,107
| -24% | -$9.44M | 0.01% | 510 |
|
|
2022
Q3 | $42.9M | Buy |
638,467
+40,068
| +7% | +$2.69M | 0.02% | 467 |
|
|
2022
Q2 | $36.7M | Sell |
598,399
-200,152
| -25% | -$12.3M | 0.01% | 491 |
|
|
2022
Q1 | $53.9M | Buy |
798,551
+20,811
| +3% | +$1.4M | 0.02% | 468 |
|
|
2021
Q4 | $34.4M | Buy |
777,740
+95,301
| +14% | +$4.22M | 0.01% | 544 |
|
|
2021
Q3 | $44.2M | Sell |
682,439
-387,635
| -36% | -$25.1M | 0.01% | 522 |
|
|
2021
Q2 | $86.1M | Buy |
1,070,074
+88,543
| +9% | +$7.13M | 0.03% | 420 |
|
|
2021
Q1 | $66.7M | Buy |
+981,531
| New | +$66.7M | 0.02% | 446 |
|
|
2020
Q4 | – | Sell |
-197,930
| Closed | -$10.2M | – | 908 |
|
|
2020
Q3 | $10.2M | Sell |
197,930
-43,640
| -18% | -$2.24M | ﹤0.01% | 630 |
|
|
2020
Q2 | $14.2M | Sell |
241,570
-206,176
| -46% | -$12.1M | 0.01% | 580 |
|
|
2020
Q1 | $22.7M | Sell |
447,746
-4,000
| -0.9% | -$202K | 0.01% | 489 |
|
|
2019
Q4 | $33.5M | Buy |
451,746
+72,937
| +19% | +$5.4M | 0.01% | 468 |
|
|
2019
Q3 | $21.6M | Buy |
378,809
+68,717
| +22% | +$3.93M | 0.01% | 516 |
|
|
2019
Q2 | $20.3M | Buy |
310,092
+67,952
| +28% | +$4.44M | 0.01% | 535 |
|
|
2019
Q1 | $17.9M | Sell |
242,140
-16,962
| -7% | -$1.25M | 0.01% | 546 |
|
|
2018
Q4 | $15.5M | Buy |
+259,102
| New | +$15.5M | 0.01% | 540 |
|