Northwestern Mutual Wealth Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.4K | Buy |
710
+55
| +8% | +$5.76K | ﹤0.01% | 2102 |
|
|
2025
Q1 | $57.9K | Buy |
655
+418
| +176% | +$36.9K | ﹤0.01% | 2128 |
|
|
2024
Q4 | $22.7K | Sell |
237
-12
| -5% | -$1.15K | ﹤0.01% | 2461 |
|
|
2024
Q3 | $20.4K | Buy |
249
+127
| +104% | +$10.4K | ﹤0.01% | 2466 |
|
|
2024
Q2 | $10.5K | Buy |
122
+6
| +5% | +$517 | ﹤0.01% | 2633 |
|
|
2024
Q1 | $9.47K | Sell |
116
-125
| -52% | -$10.2K | ﹤0.01% | 2657 |
|
|
2023
Q4 | $16K | Buy |
+241
| New | +$16K | ﹤0.01% | 2474 |
|
|
2023
Q1 | – | Sell |
-171
| Closed | -$10.5K | – | 3469 |
|
|
2022
Q4 | $10.5K | Buy |
+171
| New | +$10.5K | ﹤0.01% | 2476 |
|
|
2022
Q2 | – | Sell |
-153
| Closed | -$10K | – | 3304 |
|
|
2022
Q1 | $10K | Buy |
+153
| New | +$10K | ﹤0.01% | 2532 |
|
|
2020
Q4 | – | Sell |
-416
| Closed | -$21K | – | 2771 |
|
|
2020
Q3 | $21K | Buy |
+416
| New | +$21K | ﹤0.01% | 1781 |
|
|
2019
Q3 | – | Sell |
-44
| Closed | -$3K | – | 2562 |
|
|
2019
Q2 | $3K | Buy |
44
+42
| +2,100% | +$2.86K | ﹤0.01% | 2223 |
|
|
2019
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2603 |
|
|
2017
Q1 | – | Sell |
-4,309
| Closed | -$175K | – | 2177 |
|
|
2016
Q4 | $175K | Buy |
+4,309
| New | +$175K | ﹤0.01% | 673 |
|
|
2016
Q3 | – | Sell |
-4,293
| Closed | -$130K | – | 761 |
|
|
2016
Q2 | $130K | Sell |
4,293
-4,293
| -50% | -$130K | ﹤0.01% | 661 |
|
|
2016
Q1 | $212K | Hold |
8,586
| – | – | ﹤0.01% | 556 |
|
|
2015
Q4 | $215K | Hold |
8,586
| – | – | ﹤0.01% | 495 |
|
|
2015
Q3 | $254K | Buy |
+8,586
| New | +$254K | 0.01% | 452 |
|