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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.7M | Sell |
140,107
-75,927
| -35% | -$6.23M | ﹤0.01% | 1910 |
|
|
2025
Q4 | $19.8M | Buy |
216,034
+37,724
| +21% | +$3.61M | ﹤0.01% | 1503 |
|
|
2025
Q3 | $16.9M | Sell |
178,310
-12,129
| -6% | -$1.14M | ﹤0.01% | 1597 |
|
|
2025
Q2 | $20M | Buy |
190,439
+26,744
| +16% | +$2.54M | ﹤0.01% | 1407 |
|
|
2025
Q1 | $14.5M | Buy |
163,695
+38,755
| +31% | +$3.97M | ﹤0.01% | 1568 |
|
|
2024
Q4 | $12M | Buy |
124,940
+5,594
| +5% | +$521K | ﹤0.01% | 1720 |
|
|
2024
Q3 | $9.77M | Buy |
119,346
+1,612
| +1% | +$124K | ﹤0.01% | 1850 |
|
|
2024
Q2 | $10.1M | Buy |
117,734
+33,481
| +40% | +$2.71M | ﹤0.01% | 1713 |
|
|
2024
Q1 | $6.88M | Buy |
84,253
+1,853
| +2% | +$145K | ﹤0.01% | 2043 |
|
|
2023
Q4 | $5.46M | Buy |
82,400
+1,145
| +1% | +$79.4K | ﹤0.01% | 2156 |
|
|
2023
Q3 | $5.94M | Buy |
81,255
+52
| +0.1% | +$3.51K | ﹤0.01% | 1983 |
|
|
2023
Q2 | $5.13M | Buy |
81,203
+14,964
| +23% | +$868K | ﹤0.01% | 2131 |
|
|
2023
Q1 | $3.89M | Buy |
66,239
+19,180
| +41% | +$1.16M | ﹤0.01% | 2325 |
|
|
2022
Q4 | $2.9M | Buy |
47,059
+17,201
| +58% | +$1.16M | ﹤0.01% | 2484 |
|
|
2022
Q3 | $2M | Buy |
29,858
+2,702
| +10% | +$171K | ﹤0.01% | 2735 |
|
|
2022
Q2 | $1.67M | Sell |
27,156
-75,570
| -74% | -$4.84M | ﹤0.01% | 2927 |
|
|
2022
Q1 | $6.93M | Sell |
102,726
-22,887
| -18% | -$1.24M | ﹤0.01% | 2158 |
|
|
2021
Q4 | $5.56M | Sell |
125,613
-1,613,197
| -93% | -$94M | ﹤0.01% | 2465 |
|
|
2021
Q3 | $113M | Buy |
1,738,810
+202,873
| +13% | +$14.1M | 0.03% | 602 |
|
|
2021
Q2 | $124M | Sell |
1,535,937
-58,807
| -4% | -$4.48M | 0.03% | 569 |
|
|
2021
Q1 | $108M | Buy |
1,594,744
+186,903
| +13% | +$14.7M | 0.03% | 632 |
|
|
2020
Q4 | $98.1M | Sell |
1,407,841
-130,382
| -8% | -$8.11M | 0.02% | 651 |
|
|
2020
Q3 | $79M | Buy |
1,538,223
+32,809
| +2% | +$1.8M | 0.02% | 661 |
|
|
2020
Q2 | $88.3M | Sell |
1,505,414
-1,019
| -0.1% | -$56.3K | 0.03% | 596 |
|
|
2020
Q1 | $76.2M | Sell |
1,506,433
-155,185
| -9% | -$10.3M | 0.03% | 571 |
|
|
2019
Q4 | $123M | Buy |
1,661,618
+148,545
| +10% | +$9.27M | 0.03% | 510 |
|
|
2019
Q3 | $86.5M | Buy |
1,513,073
+283,889
| +23% | +$18.8M | 0.02% | 635 |
|
|
2019
Q2 | $80.4M | Buy |
1,229,184
+266,612
| +28% | +$18.6M | 0.02% | 684 |
|
|
2019
Q1 | $71.2M | Buy |
962,572
+279,115
| +41% | +$19.6M | 0.02% | 713 |
|
|
2018
Q4 | $40.8M | Buy |
683,457
+159,432
| +30% | +$12.9M | 0.01% | 929 |
|
|
2018
Q3 | $49.5M | Sell |
524,025
-77,908
| -13% | -$6.71M | 0.01% | 943 |
|
|
2018
Q2 | $45.2M | Sell |
601,933
-376,124
| -38% | -$27M | 0.01% | 967 |
|
|
2018
Q1 | $59.2M | Sell |
978,057
-112,616
| -10% | -$6.1M | 0.02% | 808 |
|
|
2017
Q4 | $50.9M | Sell |
1,090,673
-17,737
| -2% | -$878K | 0.01% | 878 |
|
|
2017
Q3 | $56.1M | Buy |
1,108,410
+366,925
| +49% | +$17.1M | 0.02% | 809 |
|
|
2017
Q2 | $36.9M | Sell |
741,485
-623,320
| -46% | -$29.2M | 0.01% | 1019 |
|
|
2017
Q1 | $57.9M | Sell |
1,364,805
-136,253
| -9% | -$6.03M | 0.02% | 783 |
|
|
2016
Q4 | $60.8M | Sell |
1,501,058
-1,344,800
| -47% | -$52M | 0.02% | 722 |
|
|
2016
Q3 | $108M | Sell |
2,845,858
-1,046,700
| -27% | -$33.2M | 0.04% | 485 |
|
|
2016
Q2 | $118M | Sell |
3,892,558
-292,107
| -7% | -$7.67M | 0.05% | 420 |
|
|
2016
Q1 | $103M | Buy |
4,184,665
+931,882
| +29% | +$20M | 0.04% | 459 |
|
|
2015
Q4 | $81.5M | Buy |
3,252,783
+765,840
| +31% | +$23.5M | 0.03% | 530 |
|
|
2015
Q3 | $73.5M | Buy |
2,486,943
+994,123
| +67% | +$31.2M | 0.03% | 574 |
|
|
2015
Q2 | $47.8M | Buy |
1,492,820
+296,468
| +25% | +$7.96M | 0.02% | 829 |
|
|
2015
Q1 | $29.9M | Buy |
1,196,352
+254,272
| +27% | +$5.51M | 0.01% | 1083 |
|
|
2014
Q4 | $24M | Buy |
942,080
+70,206
| +8% | +$1.52M | 0.01% | 1168 |
|
|
2014
Q3 | $16M | Buy |
+871,874
| New | +$16.7M | 0.01% | 1408 |
|
Other funds holding HQY
WA
VPM
VCM
