UMB Bank’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.7K | Buy |
866
+18
| +2% | +$1.89K | ﹤0.01% | 871 |
|
|
2025
Q1 | $74.9K | Buy |
848
+434
| +105% | +$38.4K | ﹤0.01% | 887 |
|
|
2024
Q4 | $39.7K | Buy |
414
+164
| +66% | +$15.7K | ﹤0.01% | 1001 |
|
|
2024
Q3 | $20.5K | Buy |
250
+194
| +346% | +$15.9K | ﹤0.01% | 1224 |
|
|
2024
Q2 | $4.83K | Buy |
56
+35
| +167% | +$3.02K | ﹤0.01% | 1446 |
|
|
2024
Q1 | $1.71K | Buy |
+21
| New | +$1.71K | ﹤0.01% | 1577 |
|
|
2022
Q1 | – | Sell |
-11
| Closed | – | – | 2016 |
|
|
2021
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1981 |
|