MetLife Investment 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 | $10.1M | Sell |
96,027
-810
| -0.8% | -$84.9K | 0.06% | 311 |
|
2025
Q1 | $8.56M | Sell |
96,837
-2,182
| -2% | -$193K | 0.05% | 385 |
|
2024
Q4 | $9.5M | Buy |
99,019
+7,618
| +8% | +$731K | 0.05% | 274 |
|
2024
Q3 | $7.48M | Sell |
91,401
-1,694
| -2% | -$139K | 0.04% | 346 |
|
2024
Q2 | $8.02M | Buy |
93,095
+4,214
| +5% | +$363K | 0.05% | 295 |
|
2024
Q1 | $7.26M | Sell |
88,881
-2,047
| -2% | -$167K | 0.05% | 325 |
|
2023
Q4 | $6.03M | Sell |
90,928
-671
| -0.7% | -$44.5K | 0.04% | 365 |
|
2023
Q3 | $6.69M | Sell |
91,599
-2,241
| -2% | -$164K | 0.05% | 307 |
|
2023
Q2 | $5.93M | Buy |
93,840
+320
| +0.3% | +$20.2K | 0.04% | 362 |
|
2023
Q1 | $5.49M | Sell |
93,520
-1,974
| -2% | -$116K | 0.04% | 395 |
|
2022
Q4 | $5.89M | Sell |
95,494
-973
| -1% | -$60K | 0.04% | 357 |
|
2022
Q3 | $6.48M | Sell |
96,467
-240
| -0.2% | -$16.1K | 0.05% | 298 |
|
2022
Q2 | $5.94M | Buy |
96,707
+188
| +0.2% | +$11.5K | 0.05% | 343 |
|
2022
Q1 | $6.51M | Buy |
96,519
+27,655
| +40% | +$1.87M | 0.04% | 380 |
|
2021
Q4 | $3.05M | Buy |
68,864
+409
| +0.6% | +$18.1K | 0.03% | 670 |
|
2021
Q3 | $4.43M | Sell |
68,455
-3,168
| -4% | -$205K | 0.04% | 433 |
|
2021
Q2 | $5.76M | Sell |
71,623
-1,169
| -2% | -$94.1K | 0.05% | 329 |
|
2021
Q1 | $4.95M | Sell |
72,792
-349
| -0.5% | -$23.7K | 0.05% | 390 |
|
2020
Q4 | $5.1M | Sell |
73,141
-3,476
| -5% | -$242K | 0.05% | 351 |
|
2020
Q3 | $3.94M | Buy |
76,617
+3,480
| +5% | +$179K | 0.04% | 401 |
|
2020
Q2 | $4.29M | Buy |
73,137
+3,596
| +5% | +$211K | 0.05% | 358 |
|
2020
Q1 | $3.52M | Sell |
69,541
-1,430
| -2% | -$72.3K | 0.05% | 372 |
|
2019
Q4 | $5.26M | Sell |
70,971
-390
| -0.5% | -$28.9K | 0.05% | 334 |
|
2019
Q3 | $4.08M | Buy |
71,361
+11,618
| +19% | +$664K | 0.04% | 429 |
|
2019
Q2 | $3.91M | Buy |
59,743
+3,180
| +6% | +$208K | 0.04% | 473 |
|
2019
Q1 | $4.18M | Sell |
56,563
-10
| -0% | -$740 | 0.05% | 421 |
|
2018
Q4 | $3.37M | Sell |
56,573
-65
| -0.1% | -$3.88K | 0.04% | 471 |
|
2018
Q3 | $5.35M | Buy |
56,638
+31,903
| +129% | +$3.01M | 0.05% | 336 |
|
2018
Q2 | $1.86M | Buy |
24,735
+1,378
| +6% | +$104K | 0.02% | 813 |
|
2018
Q1 | $1.41M | Hold |
23,357
| – | – | 0.02% | 883 |
|
2017
Q4 | $1.09M | Buy |
+23,357
| New | +$1.09M | 0.01% | 997 |
|