Motley Fool Wealth 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 | $11.9M | Sell |
113,555
-11,912
| -9% | -$1.25M | 0.72% | 43 |
|
|
2025
Q1 | $11.1M | Sell |
125,467
-11,262
| -8% | -$995K | 0.66% | 53 |
|
|
2024
Q4 | $13.3M | Sell |
136,729
-4,406
| -3% | -$428K | 0.69% | 54 |
|
|
2024
Q3 | $11.6M | Sell |
141,135
-2,274
| -2% | -$186K | 0.58% | 66 |
|
|
2024
Q2 | $12.3M | Buy |
143,409
+5,620
| +4% | +$481K | 0.63% | 58 |
|
|
2024
Q1 | $11.2M | Sell |
137,789
-1,791
| -1% | -$146K | 0.58% | 59 |
|
|
2023
Q4 | $9.26M | Sell |
139,580
-1,655
| -1% | -$110K | 0.49% | 68 |
|
|
2023
Q3 | $10.3M | Buy |
141,235
+18,278
| +15% | +$1.34M | 0.6% | 53 |
|
|
2023
Q2 | $7.75M | Sell |
122,957
-1,376
| -1% | -$86.8K | 0.46% | 71 |
|
|
2023
Q1 | $7.3M | Buy |
124,333
+168
| +0.1% | +$9.86K | 0.46% | 71 |
|
|
2022
Q4 | $7.65M | Sell |
124,165
-528
| -0.4% | -$32.5K | 0.53% | 64 |
|
|
2022
Q3 | $8.38M | Buy |
124,693
+350
| +0.3% | +$23.5K | 0.55% | 61 |
|
|
2022
Q2 | $7.63M | Sell |
124,343
-448
| -0.4% | -$27.5K | 0.48% | 73 |
|
|
2022
Q1 | $8.42M | Sell |
124,791
-542
| -0.4% | -$36.6K | 0.4% | 74 |
|
|
2021
Q4 | $5.55M | Sell |
125,333
-3,674
| -3% | -$163K | 0.24% | 87 |
|
|
2021
Q3 | $8.35M | Sell |
129,007
-2,529
| -2% | -$164K | 0.36% | 76 |
|
|
2021
Q2 | $10.6M | Sell |
131,536
-1,172
| -0.9% | -$94.3K | 0.45% | 70 |
|
|
2021
Q1 | $9.02M | Sell |
132,708
-1,027
| -0.8% | -$69.8K | 0.41% | 79 |
|
|
2020
Q4 | $9.32M | Buy |
133,735
+2,123
| +2% | +$148K | 0.41% | 78 |
|
|
2020
Q3 | $6.76M | Buy |
131,612
+84,969
| +182% | +$4.36M | 0.35% | 78 |
|
|
2020
Q2 | $2.74M | Buy |
+46,643
| New | +$2.74M | 0.16% | 95 |
|