Neuberger Berman Group’s HealthEquity HQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.86M | Sell |
84,572
-39,006
| -32% | -$4.09M | 0.01% | 821 |
|
|
2025
Q1 | $10.9M | Buy |
123,578
+20,175
| +20% | +$1.78M | 0.01% | 761 |
|
|
2024
Q4 | $9.92M | Buy |
103,403
+41,425
| +67% | +$3.97M | 0.01% | 806 |
|
|
2024
Q3 | $5.07M | Sell |
61,978
-2,166
| -3% | -$177K | ﹤0.01% | 941 |
|
|
2024
Q2 | $5.53M | Buy |
64,144
+16,543
| +35% | +$1.43M | ﹤0.01% | 890 |
|
|
2024
Q1 | $3.89M | Buy |
47,601
+689
| +1% | +$56.2K | ﹤0.01% | 986 |
|
|
2023
Q4 | $3.11M | Sell |
46,912
-4,217
| -8% | -$280K | ﹤0.01% | 1017 |
|
|
2023
Q3 | $3.73M | Buy |
51,129
+779
| +2% | +$56.9K | ﹤0.01% | 947 |
|
|
2023
Q2 | $3.18M | Buy |
50,350
+10,716
| +27% | +$677K | ﹤0.01% | 992 |
|
|
2023
Q1 | $2.33M | Buy |
39,634
+2,483
| +7% | +$146K | ﹤0.01% | 1052 |
|
|
2022
Q4 | $2.29M | Sell |
37,151
-235
| -0.6% | -$14.5K | ﹤0.01% | 1043 |
|
|
2022
Q3 | $2.51M | Sell |
37,386
-24,738
| -40% | -$1.66M | ﹤0.01% | 1030 |
|
|
2022
Q2 | $3.81M | Buy |
62,124
+3,201
| +5% | +$197K | ﹤0.01% | 968 |
|
|
2022
Q1 | $3.97M | Buy |
+58,923
| New | +$3.97M | ﹤0.01% | 1025 |
|
|
2020
Q2 | – | Sell |
-35,000
| Closed | -$1.77M | – | 1553 |
|
|
2020
Q1 | $1.77M | Hold |
35,000
| – | – | ﹤0.01% | 970 |
|
|
2019
Q4 | $2.59M | Buy |
35,000
+8,900
| +34% | +$659K | ﹤0.01% | 973 |
|
|
2019
Q3 | $1.49M | Buy |
+26,100
| New | +$1.49M | ﹤0.01% | 1068 |
|
|
2016
Q1 | – | Sell |
-49,100
| Closed | -$1.23M | – | 1496 |
|
|
2015
Q4 | $1.23M | Sell |
49,100
-2,600
| -5% | -$65.2K | ﹤0.01% | 1083 |
|
|
2015
Q3 | $1.53M | Buy |
51,700
+5,400
| +12% | +$160K | ﹤0.01% | 1073 |
|
|
2015
Q2 | $1.48M | Buy |
+46,300
| New | +$1.48M | ﹤0.01% | 1128 |
|