Motley Fool 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 | $12M | Sell |
114,567
-3,842
| -3% | -$402K | 0.55% | 34 |
|
|
2025
Q1 | $10.5M | Sell |
118,409
-4,183
| -3% | -$370K | 0.59% | 35 |
|
|
2024
Q4 | $11.8M | Buy |
122,592
+10,835
| +10% | +$1.04M | 0.61% | 37 |
|
|
2024
Q3 | $8.97M | Buy |
111,757
+531
| +0.5% | +$42.6K | 0.53% | 50 |
|
|
2024
Q2 | $9.63M | Sell |
111,226
-7,554
| -6% | -$654K | 0.64% | 43 |
|
|
2024
Q1 | $9.7M | Sell |
118,780
-2,536
| -2% | -$207K | 0.63% | 44 |
|
|
2023
Q4 | $8.04M | Buy |
121,316
+963
| +0.8% | +$63.8K | 0.6% | 50 |
|
|
2023
Q3 | $8.79M | Buy |
120,353
+26,237
| +28% | +$1.92M | 0.71% | 44 |
|
|
2023
Q2 | $5.94M | Sell |
94,116
-3,244
| -3% | -$205K | 0.53% | 52 |
|
|
2023
Q1 | $5.72M | Buy |
97,360
+4,105
| +4% | +$241K | 0.63% | 49 |
|
|
2022
Q4 | $5.75M | Sell |
93,255
-4,702
| -5% | -$290K | 0.65% | 45 |
|
|
2022
Q3 | $6.58M | Sell |
97,957
-2,717
| -3% | -$183K | 0.65% | 49 |
|
|
2022
Q2 | $5.92M | Sell |
100,674
-5,865
| -6% | -$345K | 0.56% | 50 |
|
|
2022
Q1 | $7.19M | Sell |
106,539
-72,878
| -41% | -$4.91M | 0.53% | 50 |
|
|
2021
Q4 | $7.94M | Sell |
179,417
-4,801
| -3% | -$212K | 0.51% | 53 |
|
|
2021
Q3 | $11.9M | Sell |
184,218
-1,461
| -0.8% | -$94.6K | 0.78% | 42 |
|
|
2021
Q2 | $14.9M | Sell |
185,679
-4,870
| -3% | -$392K | 0.99% | 33 |
|
|
2021
Q1 | $13M | Buy |
190,549
+14,610
| +8% | +$993K | 0.93% | 35 |
|
|
2020
Q4 | $12.3M | Buy |
175,939
+14,610
| +9% | +$1.02M | 0.92% | 40 |
|
|
2020
Q3 | $8.32M | Buy |
161,329
+84,383
| +110% | +$4.35M | 0.74% | 43 |
|
|
2020
Q2 | $4.51M | Buy |
76,946
+38,630
| +101% | +$2.27M | 0.45% | 52 |
|
|
2020
Q1 | $1.94M | Sell |
38,316
-330
| -0.9% | -$16.7K | 0.25% | 73 |
|
|
2019
Q4 | $2.86M | Sell |
38,646
-1,320
| -3% | -$97.8K | 0.31% | 60 |
|
|
2019
Q3 | $2.28M | Buy |
39,966
+9,259
| +30% | +$529K | 0.27% | 66 |
|
|
2019
Q2 | $2.01M | Buy |
30,707
+10,258
| +50% | +$671K | 0.22% | 77 |
|
|
2019
Q1 | $1.51M | Buy |
20,449
+3,380
| +20% | +$250K | 0.17% | 91 |
|
|
2018
Q4 | $1.02M | Buy |
+17,069
| New | +$1.02M | 0.14% | 99 |
|