PNC Financial Services Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.1M | Sell |
13,126
-1,950
| -13% | -$160K | ﹤0.01% | 1260 |
|
|
2025
Q4 | $1.38M | Sell |
15,076
-107
| -0.7% | -$10.2K | ﹤0.01% | 1120 |
|
|
2025
Q3 | $1.44M | Buy |
15,183
+1,793
| +13% | +$169K | ﹤0.01% | 1090 |
|
|
2025
Q2 | $1.4M | Buy |
13,390
+327
| +3% | +$31K | ﹤0.01% | 1057 |
|
|
2025
Q1 | $1.15M | Buy |
13,063
+4,183
| +47% | +$429K | ﹤0.01% | 1106 |
|
|
2024
Q4 | $852K | Sell |
8,880
-1,529
| -15% | -$142K | ﹤0.01% | 1232 |
|
|
2024
Q3 | $852K | Sell |
10,409
-520
| -5% | -$40.1K | ﹤0.01% | 1241 |
|
|
2024
Q2 | $942K | Buy |
10,929
+2,563
| +31% | +$207K | ﹤0.01% | 1160 |
|
|
2024
Q1 | $683K | Sell |
8,366
-521
| -6% | -$40.7K | ﹤0.01% | 1331 |
|
|
2023
Q4 | $589K | Sell |
8,887
-332
| -4% | -$23K | ﹤0.01% | 1419 |
|
|
2023
Q3 | $673K | Sell |
9,219
-1,835
| -17% | -$124K | ﹤0.01% | 1315 |
|
|
2023
Q2 | $698K | Sell |
11,054
-411
| -4% | -$23.8K | ﹤0.01% | 1347 |
|
|
2023
Q1 | $673K | Sell |
11,465
-1,170
| -9% | -$71.1K | ﹤0.01% | 1351 |
|
|
2022
Q4 | $779K | Sell |
12,635
-1,426
| -10% | -$95.8K | ﹤0.01% | 1258 |
|
|
2022
Q3 | $945K | Sell |
14,061
-147
| -1% | -$9.3K | ﹤0.01% | 1153 |
|
|
2022
Q2 | $872K | Buy |
14,208
+661
| +5% | +$42.3K | ﹤0.01% | 1232 |
|
|
2022
Q1 | $913K | Buy |
13,547
+3,266
| +32% | +$176K | ﹤0.01% | 1287 |
|
|
2021
Q4 | $456K | Buy |
10,281
+4,954
| +93% | +$289K | ﹤0.01% | 1761 |
|
|
2021
Q3 | $345K | Sell |
5,327
-304
| -5% | -$21.1K | ﹤0.01% | 1853 |
|
|
2021
Q2 | $454K | Sell |
5,631
-31
| -0.5% | -$2.36K | ﹤0.01% | 1670 |
|
|
2021
Q1 | $386K | Buy |
5,662
+110
| +2% | +$8.64K | ﹤0.01% | 1751 |
|
|
2020
Q4 | $388K | Buy |
5,552
+458
| +9% | +$28.5K | ﹤0.01% | 1658 |
|
|
2020
Q3 | $261K | Buy |
5,094
+333
| +7% | +$18.3K | ﹤0.01% | 1775 |
|
|
2020
Q2 | $279K | Buy |
4,761
+1,500
| +46% | +$82.9K | ﹤0.01% | 1737 |
|
|
2020
Q1 | $165K | Buy |
3,261
+526
| +19% | +$34.9K | ﹤0.01% | 1925 |
|
|
2019
Q4 | $202K | Sell |
2,735
-42,914
| -94% | -$2.68M | ﹤0.01% | 2064 |
|
|
2019
Q3 | $2.61M | Sell |
45,649
-13,575
| -23% | -$901K | ﹤0.01% | 869 |
|
|
2019
Q2 | $3.87M | Buy |
59,224
+57,329
| +3,025% | +$3.99M | ﹤0.01% | 782 |
|
|
2019
Q1 | $139K | Sell |
1,895
-259
| -12% | -$18.2K | ﹤0.01% | 2368 |
|
|
2018
Q4 | $128K | Buy |
2,154
+97
| +5% | +$7.82K | ﹤0.01% | 2323 |
|
|
2018
Q3 | $194K | Sell |
2,057
-35
| -2% | -$3.02K | ﹤0.01% | 2210 |
|
|
2018
Q2 | $157K | Buy |
2,092
+362
| +21% | +$26K | ﹤0.01% | 2348 |
|
|
2018
Q1 | $104K | Buy |
1,730
+466
| +37% | +$25.2K | ﹤0.01% | 2532 |
|
|
2017
Q4 | $58K | Buy |
1,264
+171
| +16% | +$8.47K | ﹤0.01% | 2864 |
|
|
2017
Q3 | $55K | Buy |
1,093
+62
| +6% | +$2.89K | ﹤0.01% | 2871 |
|
|
2017
Q2 | $52K | Sell |
1,031
-5,218
| -84% | -$244K | ﹤0.01% | 2875 |
|
|
2017
Q1 | $265K | Buy |
6,249
+246
| +4% | +$10.9K | ﹤0.01% | 1977 |
|
|
2016
Q4 | $243K | Sell |
6,003
-3,657
| -38% | -$141K | ﹤0.01% | 2007 |
|
|
2016
Q3 | $366K | Sell |
9,660
-5,219
| -35% | -$165K | ﹤0.01% | 1736 |
|
|
2016
Q2 | $453K | Sell |
14,879
-1,358
| -8% | -$35.7K | ﹤0.01% | 1601 |
|
|
2016
Q1 | $401K | Buy |
16,237
+4,358
| +37% | +$93.4K | ﹤0.01% | 1672 |
|
|
2015
Q4 | $296K | Buy |
11,879
+6,604
| +125% | +$203K | ﹤0.01% | 1831 |
|
|
2015
Q3 | $156K | Buy |
5,275
+9
| +0.2% | +$283 | ﹤0.01% | 2274 |
|
|
2015
Q2 | $169K | Buy |
5,266
+230
| +5% | +$6.17K | ﹤0.01% | 2338 |
|
|
2015
Q1 | $126K | Hold |
5,036
| – | – | ﹤0.01% | 2544 |
|
|
2014
Q4 | $128K | Buy |
5,036
+36
| +0.7% | +$781 | ﹤0.01% | 2334 |
|
|
2014
Q3 | $92K | Buy |
+5,000
| New | +$96K | ﹤0.01% | 2421 |
|
Other funds holding HQY
WA
VPM
VCM
