UBS Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.1M | Sell |
630,877
-20,183
| -3% | -$2.11M | 0.01% | 1014 |
|
|
2025
Q1 | $57.5M | Buy |
651,060
+174,229
| +37% | +$15.4M | 0.01% | 1067 |
|
|
2024
Q4 | $45.8M | Buy |
476,831
+190,267
| +66% | +$18.3M | 0.01% | 1174 |
|
|
2024
Q3 | $23.5M | Sell |
286,564
-3,075
| -1% | -$252K | 0.01% | 1195 |
|
|
2024
Q2 | $25M | Sell |
289,639
-84,716
| -23% | -$7.3M | 0.01% | 1094 |
|
|
2024
Q1 | $30.6M | Buy |
374,355
+344,841
| +1,168% | +$28.1M | 0.01% | 984 |
|
|
2023
Q4 | $1.96M | Sell |
29,514
-81,337
| -73% | -$5.39M | ﹤0.01% | 2874 |
|
|
2023
Q3 | $8.1M | Sell |
110,851
-15,165
| -12% | -$1.11M | ﹤0.01% | 1526 |
|
|
2023
Q2 | $7.96M | Buy |
126,016
+42,324
| +51% | +$2.67M | ﹤0.01% | 1560 |
|
|
2023
Q1 | $4.91M | Buy |
83,692
+39,832
| +91% | +$2.34M | ﹤0.01% | 1868 |
|
|
2022
Q4 | $2.7M | Buy |
43,860
+11,268
| +35% | +$695K | ﹤0.01% | 2312 |
|
|
2022
Q3 | $2.19M | Sell |
32,592
-33,441
| -51% | -$2.25M | ﹤0.01% | 2293 |
|
|
2022
Q2 | $4.05M | Buy |
66,033
+33,125
| +101% | +$2.03M | ﹤0.01% | 1916 |
|
|
2022
Q1 | $2.22M | Buy |
32,908
+513
| +2% | +$34.6K | ﹤0.01% | 2579 |
|
|
2021
Q4 | $1.43M | Sell |
32,395
-11,555
| -26% | -$511K | ﹤0.01% | 3155 |
|
|
2021
Q3 | $2.85M | Buy |
43,950
+3,602
| +9% | +$233K | ﹤0.01% | 2483 |
|
|
2021
Q2 | $3.25M | Sell |
40,348
-1,212
| -3% | -$97.5K | ﹤0.01% | 2348 |
|
|
2021
Q1 | $2.83M | Sell |
41,560
-1,555
| -4% | -$106K | ﹤0.01% | 2461 |
|
|
2020
Q4 | $3.01M | Sell |
43,115
-6,160
| -13% | -$429K | ﹤0.01% | 2275 |
|
|
2020
Q3 | $2.53M | Sell |
49,275
-1,315
| -3% | -$67.5K | ﹤0.01% | 2228 |
|
|
2020
Q2 | $2.97M | Sell |
50,590
-1,999
| -4% | -$117K | ﹤0.01% | 1977 |
|
|
2020
Q1 | $2.66M | Sell |
52,589
-13,341
| -20% | -$675K | ﹤0.01% | 1945 |
|
|
2019
Q4 | $4.88M | Sell |
65,930
-14,507
| -18% | -$1.07M | ﹤0.01% | 2010 |
|
|
2019
Q3 | $4.6M | Sell |
80,437
-39,893
| -33% | -$2.28M | ﹤0.01% | 1915 |
|
|
2019
Q2 | $7.87M | Sell |
120,330
-14,257
| -11% | -$932K | ﹤0.01% | 1526 |
|
|
2019
Q1 | $9.96M | Sell |
134,587
-1,012
| -0.7% | -$74.9K | ﹤0.01% | 1353 |
|
|
2018
Q4 | $8.09M | Buy |
135,599
+12,003
| +10% | +$716K | ﹤0.01% | 1377 |
|
|
2018
Q3 | $11.7M | Buy |
123,596
+5,342
| +5% | +$504K | ﹤0.01% | 1307 |
|
|
2018
Q2 | $8.88M | Sell |
118,254
-766
| -0.6% | -$57.5K | ﹤0.01% | 1473 |
|
|
2018
Q1 | $7.21M | Buy |
119,020
+18,892
| +19% | +$1.14M | ﹤0.01% | 1588 |
|
|
2017
Q4 | $4.67M | Buy |
100,128
+16,284
| +19% | +$760K | ﹤0.01% | 1894 |
|
|
2017
Q3 | $4.24M | Sell |
83,844
-30,767
| -27% | -$1.56M | ﹤0.01% | 1867 |
|
|
2017
Q2 | $5.71M | Buy |
114,611
+6,196
| +6% | +$309K | ﹤0.01% | 1596 |
|
|
2017
Q1 | $4.6M | Buy |
108,415
+40,454
| +60% | +$1.72M | ﹤0.01% | 1691 |
|
|
2016
Q4 | $2.75M | Buy |
67,961
+2,606
| +4% | +$106K | ﹤0.01% | 2030 |
|
|
2016
Q3 | $2.47M | Buy |
65,355
+11,957
| +22% | +$453K | ﹤0.01% | 2062 |
|
|
2016
Q2 | $1.62M | Buy |
53,398
+25,709
| +93% | +$781K | ﹤0.01% | 2342 |
|
|
2016
Q1 | $683K | Sell |
27,689
-6,707
| -19% | -$165K | ﹤0.01% | 2911 |
|
|
2015
Q4 | $862K | Buy |
34,396
+155
| +0.5% | +$3.88K | ﹤0.01% | 2788 |
|
|
2015
Q3 | $1.01M | Buy |
34,241
+4,698
| +16% | +$139K | ﹤0.01% | 2645 |
|
|
2015
Q2 | $947K | Buy |
29,543
+20,724
| +235% | +$664K | ﹤0.01% | 2842 |
|
|
2015
Q1 | $220K | Buy |
8,819
+6,327
| +254% | +$158K | ﹤0.01% | 3732 |
|
|
2014
Q4 | $63K | Buy |
+2,492
| New | +$63K | ﹤0.01% | 4542 |
|