US Bancorp’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 | $1.49M | Buy |
17,773
+414
| +2% | +$34K | ﹤0.01% | 987 |
|
|
2025
Q4 | $1.59M | Sell |
17,359
-978
| -5% | -$93.6K | ﹤0.01% | 971 |
|
|
2025
Q3 | $1.74M | Sell |
18,337
-2,014
| -10% | -$190K | ﹤0.01% | 929 |
|
|
2025
Q2 | $2.13M | Buy |
20,351
+2,001
| +11% | +$190K | ﹤0.01% | 839 |
|
|
2025
Q1 | $1.62M | Buy |
18,350
+244
| +1% | +$25K | ﹤0.01% | 920 |
|
|
2024
Q4 | $1.74M | Sell |
18,106
-2,395
| -12% | -$223K | ﹤0.01% | 912 |
|
|
2024
Q3 | $1.68M | Sell |
20,501
-100
| -0.5% | -$7.72K | ﹤0.01% | 920 |
|
|
2024
Q2 | $1.78M | Buy |
20,601
+9,112
| +79% | +$736K | ﹤0.01% | 886 |
|
|
2024
Q1 | $938K | Buy |
11,489
+521
| +5% | +$40.7K | ﹤0.01% | 1145 |
|
|
2023
Q4 | $727K | Sell |
10,968
-2,143
| -16% | -$149K | ﹤0.01% | 1287 |
|
|
2023
Q3 | $958K | Buy |
13,111
+2,637
| +25% | +$178K | ﹤0.01% | 1081 |
|
|
2023
Q2 | $661K | Sell |
10,474
-1,047
| -9% | -$60.7K | ﹤0.01% | 1257 |
|
|
2023
Q1 | $676K | Sell |
11,521
-7,072
| -38% | -$429K | ﹤0.01% | 1251 |
|
|
2022
Q4 | $1.15M | Sell |
18,593
-533
| -3% | -$35.8K | ﹤0.01% | 1006 |
|
|
2022
Q3 | $1.28M | Buy |
19,126
+8,796
| +85% | +$557K | ﹤0.01% | 950 |
|
|
2022
Q2 | $634K | Buy |
10,330
+2,976
| +40% | +$191K | ﹤0.01% | 1317 |
|
|
2022
Q1 | $496K | Sell |
7,354
-444
| -6% | -$24K | ﹤0.01% | 1533 |
|
|
2021
Q4 | $344K | Sell |
7,798
-1,630
| -17% | -$94.9K | ﹤0.01% | 1724 |
|
|
2021
Q3 | $611K | Sell |
9,428
-6,857
| -42% | -$476K | ﹤0.01% | 1427 |
|
|
2021
Q2 | $1.31M | Sell |
16,285
-5,804
| -26% | -$442K | ﹤0.01% | 1065 |
|
|
2021
Q1 | $1.5M | Sell |
22,089
-3,355
| -13% | -$264K | ﹤0.01% | 963 |
|
|
2020
Q4 | $1.77M | Buy |
25,444
+1,705
| +7% | +$106K | ﹤0.01% | 859 |
|
|
2020
Q3 | $1.22M | Buy |
23,739
+10,269
| +76% | +$564K | ﹤0.01% | 911 |
|
|
2020
Q2 | $790K | Sell |
13,470
-2,869
| -18% | -$159K | ﹤0.01% | 1061 |
|
|
2020
Q1 | $826K | Sell |
16,339
-36
| -0.2% | -$2.39K | ﹤0.01% | 984 |
|
|
2019
Q4 | $1.21M | Sell |
16,375
-220
| -1% | -$13.7K | ﹤0.01% | 974 |
|
|
2019
Q3 | $948K | Sell |
16,595
-1,753
| -10% | -$116K | ﹤0.01% | 1052 |
|
|
2019
Q2 | $1.2M | Buy |
18,348
+6,678
| +57% | +$465K | ﹤0.01% | 1001 |
|
|
2019
Q1 | $862K | Buy |
11,670
+3,101
| +36% | +$218K | ﹤0.01% | 1140 |
|
|
2018
Q4 | $511K | Buy |
8,569
+7,992
| +1,385% | +$644K | ﹤0.01% | 1322 |
|
|
2018
Q3 | $54K | Buy |
577
+182
| +46% | +$15.7K | ﹤0.01% | 2517 |
|
|
2018
Q2 | $30K | Sell |
395
-802
| -67% | -$57.6K | ﹤0.01% | 2794 |
|
|
2018
Q1 | $72K | Hold |
1,197
| – | – | ﹤0.01% | 2404 |
|
|
2017
Q4 | $56K | Buy |
1,197
+1,110
| +1,276% | +$55K | ﹤0.01% | 2544 |
|
|
2017
Q3 | $4K | Sell |
87
-621
| -88% | -$28.9K | ﹤0.01% | 3299 |
|
|
2017
Q2 | $35K | Buy |
708
+141
| +25% | +$6.59K | ﹤0.01% | 2694 |
|
|
2017
Q1 | $24K | Hold |
567
| – | – | ﹤0.01% | 2781 |
|
|
2016
Q4 | $23K | Buy |
567
+480
| +552% | +$18.6K | ﹤0.01% | 2776 |
|
|
2016
Q3 | $3K | Hold |
87
| – | – | ﹤0.01% | 3271 |
|
|
2016
Q2 | $3K | Buy |
+87
| New | +$2.28K | ﹤0.01% | 3301 |
|
Other funds holding HQY
WA
VPM
VCM
