Mitsubishi UFJ Asset 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 | $196K | Sell |
1,875
-291
| -13% | -$30.5K | ﹤0.01% | 977 |
|
|
2025
Q1 | $191K | Buy |
2,166
+192
| +10% | +$17K | ﹤0.01% | 962 |
|
|
2024
Q4 | $192K | Buy |
1,974
+475
| +32% | +$46.3K | ﹤0.01% | 997 |
|
|
2024
Q3 | $123K | Sell |
1,499
-36
| -2% | -$2.95K | ﹤0.01% | 1012 |
|
|
2024
Q2 | $132K | Sell |
1,535
-88
| -5% | -$7.59K | ﹤0.01% | 1003 |
|
|
2024
Q1 | $132K | Sell |
1,623
-223
| -12% | -$18.2K | ﹤0.01% | 999 |
|
|
2023
Q4 | $125K | Buy |
1,846
+57
| +3% | +$3.86K | ﹤0.01% | 1059 |
|
|
2023
Q3 | $131K | Sell |
1,789
-160
| -8% | -$11.7K | ﹤0.01% | 1056 |
|
|
2023
Q2 | $123K | Buy |
1,949
+262
| +16% | +$16.5K | ﹤0.01% | 1086 |
|
|
2023
Q1 | $99K | Hold |
1,687
| – | – | ﹤0.01% | 1092 |
|
|
2022
Q4 | $102K | Sell |
1,687
-360
| -18% | -$21.9K | ﹤0.01% | 1093 |
|
|
2022
Q3 | $137K | Hold |
2,047
| – | – | ﹤0.01% | 1063 |
|
|
2022
Q2 | $126K | Sell |
2,047
-2,354
| -53% | -$145K | ﹤0.01% | 1095 |
|
|
2022
Q1 | $297K | Buy |
4,401
+277
| +7% | +$18.7K | ﹤0.01% | 1002 |
|
|
2021
Q4 | $193K | Buy |
4,124
+1,071
| +35% | +$50.1K | ﹤0.01% | 1087 |
|
|
2021
Q3 | $198K | Hold |
3,053
| – | – | ﹤0.01% | 1065 |
|
|
2021
Q2 | $246K | Sell |
3,053
-242
| -7% | -$19.5K | ﹤0.01% | 1067 |
|
|
2021
Q1 | $224K | Buy |
3,295
+619
| +23% | +$42.1K | ﹤0.01% | 984 |
|
|
2020
Q4 | $187K | Buy |
2,676
+767
| +40% | +$53.6K | ﹤0.01% | 961 |
|
|
2020
Q3 | $98K | Buy |
1,909
+732
| +62% | +$37.6K | ﹤0.01% | 964 |
|
|
2020
Q2 | $69K | Buy |
1,177
+290
| +33% | +$17K | ﹤0.01% | 971 |
|
|
2020
Q1 | $45K | Buy |
887
+193
| +28% | +$9.79K | ﹤0.01% | 968 |
|
|
2019
Q4 | $50K | Hold |
694
| – | – | ﹤0.01% | 987 |
|
|
2019
Q3 | $40K | Buy |
694
+96
| +16% | +$5.53K | ﹤0.01% | 965 |
|
|
2019
Q2 | $39K | Buy |
+598
| New | +$39K | ﹤0.01% | 972 |
|