Vontobel Holding’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
12,716
-2,105
| -14% | -$221K | ﹤0.01% | 525 |
|
|
2025
Q1 | $1.31M | Buy |
14,821
+1,456
| +11% | +$129K | ﹤0.01% | 516 |
|
|
2024
Q4 | $1.28M | Sell |
13,365
-8,997
| -40% | -$863K | ﹤0.01% | 530 |
|
|
2024
Q3 | $1.83M | Sell |
22,362
-2,875
| -11% | -$235K | 0.01% | 467 |
|
|
2024
Q2 | $2.18M | Sell |
25,237
-3,698
| -13% | -$319K | 0.01% | 412 |
|
|
2024
Q1 | $2.36M | Sell |
28,935
-12,866
| -31% | -$1.05M | 0.02% | 416 |
|
|
2023
Q4 | $2.77M | Buy |
41,801
+22,904
| +121% | +$1.52M | 0.02% | 378 |
|
|
2023
Q3 | $1.38M | Buy |
18,897
+4,600
| +32% | +$336K | 0.01% | 514 |
|
|
2023
Q2 | $903K | Sell |
14,297
-9,018
| -39% | -$569K | 0.01% | 628 |
|
|
2023
Q1 | $1.37M | Buy |
23,315
+5,070
| +28% | +$298K | 0.01% | 509 |
|
|
2022
Q4 | $1.12M | Sell |
18,245
-2,751
| -13% | -$169K | 0.01% | 547 |
|
|
2022
Q3 | $1.41M | Sell |
20,996
-2,065
| -9% | -$139K | 0.02% | 469 |
|
|
2022
Q2 | $1.47M | Sell |
23,061
-19,757
| -46% | -$1.26M | 0.02% | 450 |
|
|
2022
Q1 | $2.88M | Sell |
42,818
-7,330
| -15% | -$493K | 0.02% | 366 |
|
|
2021
Q4 | $2.2M | Buy |
50,148
+7,339
| +17% | +$322K | 0.02% | 419 |
|
|
2021
Q3 | $2.77M | Buy |
+42,809
| New | +$2.77M | 0.02% | 381 |
|