Oppenheimer Asset 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 | $11.2M | Buy |
106,922
+31,716
| +42% | +$3.32M | 0.13% | 191 |
|
|
2025
Q1 | $6.65M | Buy |
75,206
+4,614
| +7% | +$408K | 0.08% | 262 |
|
|
2024
Q4 | $6.77M | Buy |
70,592
+1,453
| +2% | +$139K | 0.08% | 263 |
|
|
2024
Q3 | $5.66M | Buy |
69,139
+4,925
| +8% | +$403K | 0.07% | 297 |
|
|
2024
Q2 | $5.54M | Buy |
64,214
+14,573
| +29% | +$1.26M | 0.07% | 290 |
|
|
2024
Q1 | $4.05M | Sell |
49,641
-8,394
| -14% | -$685K | 0.06% | 321 |
|
|
2023
Q4 | $3.85M | Sell |
58,035
-3,861
| -6% | -$256K | 0.05% | 353 |
|
|
2023
Q3 | $4.52M | Buy |
61,896
+6,593
| +12% | +$482K | 0.07% | 305 |
|
|
2023
Q2 | $3.49M | Buy |
55,303
+2,017
| +4% | +$127K | 0.05% | 372 |
|
|
2023
Q1 | $3.13M | Buy |
53,286
+6,192
| +13% | +$364K | 0.05% | 380 |
|
|
2022
Q4 | $2.9M | Sell |
47,094
-1,295
| -3% | -$79.8K | 0.05% | 385 |
|
|
2022
Q3 | $3.25M | Sell |
48,389
-2,571
| -5% | -$173K | 0.06% | 337 |
|
|
2022
Q2 | $3.13M | Sell |
50,960
-7,592
| -13% | -$466K | 0.05% | 358 |
|
|
2022
Q1 | $3.95M | Buy |
58,552
+8,950
| +18% | +$604K | 0.06% | 349 |
|
|
2021
Q4 | $2.19M | Buy |
49,602
+8,922
| +22% | +$394K | 0.03% | 527 |
|
|
2021
Q3 | $2.63M | Buy |
40,680
+2,455
| +6% | +$159K | 0.04% | 446 |
|
|
2021
Q2 | $3.08M | Buy |
38,225
+863
| +2% | +$69.5K | 0.04% | 405 |
|
|
2021
Q1 | $2.54M | Buy |
37,362
+4,533
| +14% | +$308K | 0.04% | 444 |
|
|
2020
Q4 | $2.29M | Buy |
32,829
+7,554
| +30% | +$527K | 0.04% | 445 |
|
|
2020
Q3 | $1.3M | Buy |
25,275
+5,080
| +25% | +$261K | 0.03% | 542 |
|
|
2020
Q2 | $1.19M | Buy |
20,195
+6,035
| +43% | +$354K | 0.02% | 550 |
|
|
2020
Q1 | $716K | Buy |
14,160
+2,935
| +26% | +$148K | 0.02% | 640 |
|
|
2019
Q4 | $831K | Buy |
11,225
+1,406
| +14% | +$104K | 0.02% | 680 |
|
|
2019
Q3 | $560K | Buy |
9,819
+942
| +11% | +$53.7K | 0.01% | 775 |
|
|
2019
Q2 | $581K | Sell |
8,877
-348
| -4% | -$22.8K | 0.01% | 773 |
|
|
2019
Q1 | $683K | Buy |
9,225
+1,419
| +18% | +$105K | 0.02% | 709 |
|
|
2018
Q4 | $466K | Buy |
7,806
+1,161
| +17% | +$69.3K | 0.01% | 790 |
|
|
2018
Q3 | $628K | Buy |
6,645
+407
| +7% | +$38.5K | 0.01% | 744 |
|
|
2018
Q2 | $469K | Sell |
6,238
-327
| -5% | -$24.6K | 0.01% | 815 |
|
|
2018
Q1 | $398K | Buy |
+6,565
| New | +$398K | 0.01% | 841 |
|
|
2017
Q4 | – | Sell |
-3,537
| Closed | -$179K | – | 1245 |
|
|
2017
Q3 | $179K | Buy |
3,537
+851
| +32% | +$43.1K | ﹤0.01% | 1072 |
|
|
2017
Q2 | $134K | Buy |
2,686
+191
| +8% | +$9.53K | ﹤0.01% | 1126 |
|
|
2017
Q1 | $106K | Buy |
+2,495
| New | +$106K | ﹤0.01% | 1174 |
|