Nisa Investment Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $355K | Sell |
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|
2025
Q2 | $397K | Buy |
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|
2025
Q1 | $325K | Sell |
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|
2024
Q4 | $357K | Buy |
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|
2024
Q3 | $280K | Buy |
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|
2024
Q2 | $246K | Buy |
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|
2024
Q1 | $217K | Buy |
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|
2023
Q4 | $172K | Sell |
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|
2023
Q3 | $275K | Buy |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $225K | Sell |
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|
2022
Q4 | $241K | Sell |
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|
2022
Q3 | $291K | Buy |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q4 | $174K | Buy |
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|
2021
Q3 | $191 | Hold |
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|
2021
Q2 | $237 | Sell |
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|
2021
Q1 | $207 | Hold |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q3 | $123K | Buy |
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|
2020
Q2 | $38K | Sell |
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|
2020
Q1 | $46K | Buy |
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|
2019
Q4 | $44K | Buy |
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|
2019
Q3 | $19K | Buy |
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|
2019
Q2 | $18K | Hold |
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|
2019
Q1 | $20K | Hold |
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|
2018
Q4 | $16K | Sell |
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|
2018
Q3 | $2.12M | Buy |
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|
2018
Q2 | $17K | Hold |
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|
2018
Q1 | $13K | Sell |
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|
2017
Q4 | $17K | Hold |
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|
2017
Q3 | $19K | Hold |
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|
2017
Q2 | $18K | Buy |
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|
2017
Q1 | $11K | Sell |
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|
2016
Q4 | $20K | Buy |
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