Wells Fargo’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20M | Buy |
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|
2025
Q1 | $14.5M | Buy |
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|
2024
Q4 | $12M | Buy |
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|
2024
Q3 | $9.77M | Buy |
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|
2024
Q2 | $10.1M | Buy |
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|
2024
Q1 | $6.88M | Buy |
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|
2023
Q4 | $5.46M | Buy |
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|
2023
Q3 | $5.94M | Buy |
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|
2023
Q2 | $5.13M | Buy |
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|
2023
Q1 | $3.89M | Buy |
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|
2022
Q4 | $2.9M | Buy |
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|
2022
Q3 | $2M | Buy |
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|
2022
Q2 | $1.67M | Sell |
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|
2022
Q1 | $6.93M | Sell |
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|
2021
Q4 | $5.56M | Sell |
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|
2021
Q3 | $113M | Buy |
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|
2021
Q2 | $124M | Sell |
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|
2021
Q1 | $108M | Buy |
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|
2020
Q4 | $98.1M | Sell |
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|
2020
Q3 | $79M | Buy |
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|
2020
Q2 | $88.3M | Sell |
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|
2020
Q1 | $76.2M | Sell |
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|
2019
Q4 | $123M | Buy |
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|
2019
Q3 | $86.5M | Buy |
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|
2019
Q2 | $80.4M | Buy |
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|
2019
Q1 | $71.2M | Buy |
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|
2018
Q4 | $40.8M | Buy |
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|
2018
Q3 | $49.5M | Sell |
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|
2018
Q2 | $45.2M | Sell |
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|
2018
Q1 | $59.2M | Sell |
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|
2017
Q4 | $50.9M | Sell |
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|
2017
Q3 | $56.1M | Buy |
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|
2017
Q2 | $36.9M | Sell |
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|
2017
Q1 | $57.9M | Sell |
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|
2016
Q4 | $60.8M | Sell |
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|
2016
Q3 | $108M | Sell |
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|
2016
Q2 | $118M | Sell |
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|
2016
Q1 | $103M | Buy |
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|
2015
Q4 | $81.5M | Buy |
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|
2015
Q3 | $73.5M | Buy |
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|
2015
Q2 | $47.8M | Buy |
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|
2015
Q1 | $29.9M | Buy |
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|
2014
Q4 | $24M | Buy |
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|
2014
Q3 | $16M | Buy |
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