Northwestern Mutual Wealth Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.4K | Buy |
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|
2025
Q1 | $57.9K | Buy |
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|
2024
Q4 | $22.7K | Sell |
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|
2024
Q3 | $20.4K | Buy |
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|
2024
Q2 | $10.5K | Buy |
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|
2024
Q1 | $9.47K | Sell |
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|
2023
Q4 | $16K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $10.5K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $10K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $21K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $3K | Buy |
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|
2019
Q1 | $0 | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $175K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $130K | Sell |
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|
2016
Q1 | $212K | Hold |
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|
2015
Q4 | $215K | Hold |
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|
2015
Q3 | $254K | Buy |
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