Schaper Benz & Wise Investment Counsel’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
15,685
+52
| +0.3% | +$5.45K | 0.13% | 92 |
|
|
2025
Q1 | $1.38M | Sell |
15,633
-33
| -0.2% | -$2.92K | 0.11% | 95 |
|
|
2024
Q4 | $1.5M | Sell |
15,666
-15
| -0.1% | -$1.44K | 0.12% | 93 |
|
|
2024
Q3 | $1.28M | Sell |
15,681
-35
| -0.2% | -$2.87K | 0.1% | 95 |
|
|
2024
Q2 | $1.35M | Hold |
15,716
| – | – | 0.12% | 91 |
|
|
2024
Q1 | $1.28M | Sell |
15,716
-15
| -0.1% | -$1.22K | 0.11% | 92 |
|
|
2023
Q4 | $1.04M | Hold |
15,731
| – | – | 0.09% | 90 |
|
|
2023
Q3 | $1.15M | Sell |
15,731
-360
| -2% | -$26.3K | 0.11% | 90 |
|
|
2023
Q2 | $1.02M | Hold |
16,091
| – | – | 0.1% | 91 |
|
|
2023
Q1 | $945K | Sell |
16,091
-30
| -0.2% | -$1.76K | 0.1% | 91 |
|
|
2022
Q4 | $994K | Sell |
16,121
-641
| -4% | -$39.5K | 0.11% | 91 |
|
|
2022
Q3 | $1.13M | Sell |
16,762
-15
| -0.1% | -$1.01K | 0.13% | 88 |
|
|
2022
Q2 | $1.03M | Sell |
16,777
-365
| -2% | -$22.4K | 0.11% | 93 |
|
|
2022
Q1 | $1.16M | Sell |
17,142
-95
| -0.6% | -$6.41K | 0.1% | 96 |
|
|
2021
Q4 | $763K | Sell |
17,237
-4,620
| -21% | -$205K | 0.06% | 104 |
|
|
2021
Q3 | $1.42M | Buy |
21,857
+4,516
| +26% | +$292K | 0.13% | 87 |
|
|
2021
Q2 | $1.4M | Buy |
17,341
+18
| +0.1% | +$1.45K | 0.13% | 85 |
|
|
2021
Q1 | $1.18M | Buy |
17,323
+50
| +0.3% | +$3.4K | 0.11% | 85 |
|
|
2020
Q4 | $1.2M | Sell |
17,273
-2,735
| -14% | -$191K | 0.12% | 82 |
|
|
2020
Q3 | $1.03M | Buy |
20,008
+2,810
| +16% | +$144K | 0.12% | 83 |
|
|
2020
Q2 | $1.01M | Sell |
17,198
-482
| -3% | -$28.3K | 0.13% | 83 |
|
|
2020
Q1 | $894K | Buy |
17,680
+4,350
| +33% | +$220K | 0.13% | 79 |
|
|
2019
Q4 | $987K | Buy |
13,330
+1,100
| +9% | +$81.4K | 0.12% | 81 |
|
|
2019
Q3 | $699K | Buy |
+12,230
| New | +$699K | 0.09% | 83 |
|