Northwestern Mutual Investment Management Company’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
19,342
+74
| +0.4% | +$7.75K | 0.03% | 265 |
|
|
2025
Q1 | $1.7M | Sell |
19,268
-139
| -0.7% | -$12.3K | 0.03% | 311 |
|
|
2024
Q4 | $1.86M | Buy |
19,407
+103
| +0.5% | +$9.88K | 0.04% | 284 |
|
|
2024
Q3 | $1.58M | Sell |
19,304
-115
| -0.6% | -$9.41K | 0.04% | 355 |
|
|
2024
Q2 | $1.67M | Buy |
19,419
+281
| +1% | +$24.2K | 0.04% | 294 |
|
|
2024
Q1 | $1.56M | Buy |
19,138
+88
| +0.5% | +$7.18K | 0.04% | 333 |
|
|
2023
Q4 | $1.26M | Buy |
19,050
+94
| +0.5% | +$6.23K | 0.03% | 398 |
|
|
2023
Q3 | $1.38M | Sell |
18,956
-39
| -0.2% | -$2.85K | 0.04% | 311 |
|
|
2023
Q2 | $1.2M | Buy |
18,995
+217
| +1% | +$13.7K | 0.03% | 394 |
|
|
2023
Q1 | $1.1M | Buy |
18,778
+10,955
| +140% | +$643K | 0.03% | 408 |
|
|
2022
Q4 | $482K | Sell |
7,823
-4,362
| -36% | -$269K | 0.01% | 534 |
|
|
2022
Q3 | $818K | Sell |
12,185
-1,936
| -14% | -$130K | 0.02% | 383 |
|
|
2022
Q2 | $867K | Buy |
14,121
+235
| +2% | +$14.4K | 0.02% | 439 |
|
|
2022
Q1 | $936K | Buy |
13,886
+43
| +0.3% | +$2.9K | 0.02% | 482 |
|
|
2021
Q4 | $612K | Buy |
13,843
+68
| +0.5% | +$3.01K | 0.01% | 744 |
|
|
2021
Q3 | $892K | Sell |
13,775
-111
| -0.8% | -$7.19K | 0.02% | 541 |
|
|
2021
Q2 | $1.12M | Buy |
13,886
+55
| +0.4% | +$4.43K | 0.02% | 428 |
|
|
2021
Q1 | $941K | Sell |
13,831
-12,597
| -48% | -$857K | 0.02% | 486 |
|
|
2020
Q4 | $1.84M | Buy |
26,428
+1,584
| +6% | +$110K | 0.02% | 353 |
|
|
2020
Q3 | $1.46M | Hold |
24,844
| – | – | 0.02% | 369 |
|
|
2020
Q2 | $1.46M | Buy |
24,844
+211
| +0.9% | +$12.4K | 0.02% | 368 |
|
|
2020
Q1 | $1.25M | Buy |
24,633
+4,389
| +22% | +$222K | 0.02% | 348 |
|
|
2019
Q4 | $1.5M | Buy |
20,244
+108
| +0.5% | +$8K | 0.03% | 324 |
|
|
2019
Q3 | $1.15M | Buy |
20,136
+4,572
| +29% | +$261K | 0.03% | 422 |
|
|
2019
Q2 | $1.02M | Buy |
15,564
+5,907
| +61% | +$386K | 0.02% | 462 |
|
|
2019
Q1 | $714K | Sell |
9,657
-603
| -6% | -$44.6K | 0.01% | 688 |
|
|
2018
Q4 | $612K | Buy |
10,260
+50
| +0.5% | +$2.98K | 0.01% | 722 |
|
|
2018
Q3 | $964K | Buy |
+10,210
| New | +$964K | 0.01% | 639 |
|