State of Wisconsin Investment Board’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
100,371
-4,066
| -4% | -$426K | 0.03% | 614 |
|
|
2025
Q1 | $9.23M | Buy |
104,437
+1,900
| +2% | +$168K | 0.02% | 670 |
|
|
2024
Q4 | $9.84M | Buy |
102,537
+3,427
| +3% | +$329K | 0.03% | 657 |
|
|
2024
Q3 | $8.11M | Sell |
99,110
-700
| -0.7% | -$57.3K | 0.02% | 747 |
|
|
2024
Q2 | $8.6M | Buy |
99,810
+543
| +0.5% | +$46.8K | 0.02% | 678 |
|
|
2024
Q1 | $8.1M | Sell |
99,267
-12,890
| -11% | -$1.05M | 0.02% | 731 |
|
|
2023
Q4 | $7.44M | Sell |
112,157
-2,653
| -2% | -$176K | 0.02% | 782 |
|
|
2023
Q3 | $8.39M | Sell |
114,810
-7,524
| -6% | -$550K | 0.03% | 655 |
|
|
2023
Q2 | $7.72M | Sell |
122,334
-2,546
| -2% | -$161K | 0.02% | 729 |
|
|
2023
Q1 | $7.33M | Sell |
124,880
-15,037
| -11% | -$883K | 0.02% | 753 |
|
|
2022
Q4 | $8.62M | Sell |
139,917
-5,207
| -4% | -$321K | 0.03% | 642 |
|
|
2022
Q3 | $9.75M | Sell |
145,124
-5,121
| -3% | -$344K | 0.03% | 579 |
|
|
2022
Q2 | $9.22M | Sell |
150,245
-52,755
| -26% | -$3.24M | 0.02% | 677 |
|
|
2022
Q1 | $13.7M | Hold |
203,000
| – | – | 0.03% | 623 |
|
|
2021
Q4 | $8.98M | Sell |
203,000
-217,832
| -52% | -$9.64M | 0.02% | 828 |
|
|
2021
Q3 | $27.3M | Buy |
420,832
+180,068
| +75% | +$11.7M | 0.06% | 362 |
|
|
2021
Q2 | $19.4M | Buy |
240,764
+34,564
| +17% | +$2.78M | 0.04% | 478 |
|
|
2021
Q1 | $14M | Sell |
206,200
-119,166
| -37% | -$8.1M | 0.03% | 594 |
|
|
2020
Q4 | $22.7M | Buy |
325,366
+22,676
| +7% | +$1.58M | 0.05% | 378 |
|
|
2020
Q3 | $15.5M | Buy |
302,690
+74,390
| +33% | +$3.82M | 0.04% | 454 |
|
|
2020
Q2 | $13.4M | Sell |
228,300
-76,550
| -25% | -$4.49M | 0.04% | 476 |
|
|
2020
Q1 | $15.4M | Buy |
304,850
+25,041
| +9% | +$1.27M | 0.05% | 374 |
|
|
2019
Q4 | $20.7M | Buy |
279,809
+11,930
| +4% | +$884K | 0.05% | 382 |
|
|
2019
Q3 | $15.3M | Buy |
267,879
+31,101
| +13% | +$1.78M | 0.04% | 451 |
|
|
2019
Q2 | $15.5M | Buy |
236,778
+13,478
| +6% | +$881K | 0.04% | 452 |
|
|
2019
Q1 | $16.5M | Buy |
223,300
+51,100
| +30% | +$3.78M | 0.05% | 437 |
|
|
2018
Q4 | $10.3M | Hold |
172,200
| – | – | 0.03% | 517 |
|
|
2018
Q3 | $16.3M | Sell |
172,200
-22,800
| -12% | -$2.15M | 0.04% | 429 |
|
|
2018
Q2 | $14.6M | Hold |
195,000
| – | – | 0.04% | 469 |
|
|
2018
Q1 | $11.8M | Hold |
195,000
| – | – | 0.03% | 553 |
|
|
2017
Q4 | $9.1M | Buy |
195,000
+45,000
| +30% | +$2.1M | 0.03% | 676 |
|
|
2017
Q3 | $7.59M | Buy |
150,000
+53,885
| +56% | +$2.73M | 0.02% | 720 |
|
|
2017
Q2 | $4.79M | Buy |
+96,115
| New | +$4.79M | 0.02% | 843 |
|