Nisa Investment Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Buy |
3,787
+108
| +3% | +$11.3K | ﹤0.01% | 1050 |
|
|
2025
Q1 | $325K | Sell |
3,679
-40
| -1% | -$3.54K | ﹤0.01% | 1110 |
|
|
2024
Q4 | $357K | Buy |
3,719
+299
| +9% | +$28.7K | ﹤0.01% | 1141 |
|
|
2024
Q3 | $280K | Buy |
3,420
+566
| +20% | +$46.3K | ﹤0.01% | 1202 |
|
|
2024
Q2 | $246K | Buy |
2,854
+198
| +7% | +$17.1K | ﹤0.01% | 1261 |
|
|
2024
Q1 | $217K | Buy |
2,656
+68
| +3% | +$5.55K | ﹤0.01% | 1284 |
|
|
2023
Q4 | $172K | Sell |
2,588
-1,174
| -31% | -$77.8K | ﹤0.01% | 1308 |
|
|
2023
Q3 | $275K | Buy |
3,762
+12
| +0.3% | +$877 | ﹤0.01% | 1227 |
|
|
2023
Q2 | $237K | Sell |
3,750
-80
| -2% | -$5.05K | ﹤0.01% | 1284 |
|
|
2023
Q1 | $225K | Sell |
3,830
-73
| -2% | -$4.29K | ﹤0.01% | 1287 |
|
|
2022
Q4 | $241K | Sell |
3,903
-70
| -2% | -$4.32K | ﹤0.01% | 1307 |
|
|
2022
Q3 | $291K | Buy |
3,973
+338
| +9% | +$24.8K | ﹤0.01% | 1186 |
|
|
2022
Q2 | $223K | Hold |
3,635
| – | – | ﹤0.01% | 1277 |
|
|
2022
Q1 | $245K | Buy |
3,635
+370
| +11% | +$24.9K | ﹤0.01% | 1298 |
|
|
2021
Q4 | $174K | Buy |
3,265
+320
| +11% | +$17.1K | ﹤0.01% | 1316 |
|
|
2021
Q3 | $191 | Hold |
2,945
| – | – | ﹤0.01% | 1418 |
|
|
2021
Q2 | $237 | Sell |
2,945
-100
| -3% | -$8 | ﹤0.01% | 1348 |
|
|
2021
Q1 | $207 | Hold |
3,045
| – | – | ﹤0.01% | 1477 |
|
|
2020
Q4 | $212K | Buy |
3,045
+650
| +27% | +$45.3K | ﹤0.01% | 1444 |
|
|
2020
Q3 | $123K | Buy |
2,395
+1,750
| +271% | +$89.9K | ﹤0.01% | 1486 |
|
|
2020
Q2 | $38K | Sell |
645
-255
| -28% | -$15K | ﹤0.01% | 1640 |
|
|
2020
Q1 | $46K | Buy |
900
+300
| +50% | +$15.3K | ﹤0.01% | 1544 |
|
|
2019
Q4 | $44K | Buy |
600
+260
| +76% | +$19.1K | ﹤0.01% | 1550 |
|
|
2019
Q3 | $19K | Buy |
340
+70
| +26% | +$3.91K | ﹤0.01% | 1647 |
|
|
2019
Q2 | $18K | Hold |
270
| – | – | ﹤0.01% | 1623 |
|
|
2019
Q1 | $20K | Hold |
270
| – | – | ﹤0.01% | 1615 |
|
|
2018
Q4 | $16K | Sell |
270
-22,217
| -99% | -$1.32M | ﹤0.01% | 1546 |
|
|
2018
Q3 | $2.12M | Buy |
22,487
+22,267
| +10,121% | +$2.1M | 0.02% | 637 |
|
|
2018
Q2 | $17K | Hold |
220
| – | – | ﹤0.01% | 1561 |
|
|
2018
Q1 | $13K | Sell |
220
-150
| -41% | -$8.86K | ﹤0.01% | 1574 |
|
|
2017
Q4 | $17K | Hold |
370
| – | – | ﹤0.01% | 1586 |
|
|
2017
Q3 | $19K | Hold |
370
| – | – | ﹤0.01% | 1542 |
|
|
2017
Q2 | $18K | Buy |
370
+100
| +37% | +$4.87K | ﹤0.01% | 1516 |
|
|
2017
Q1 | $11K | Sell |
270
-230
| -46% | -$9.37K | ﹤0.01% | 1634 |
|
|
2016
Q4 | $20K | Buy |
+500
| New | +$20K | ﹤0.01% | 1638 |
|