Wells Fargo’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20M | Buy |
190,439
+26,744
| +16% | +$2.8M | ﹤0.01% | 1284 |
|
|
2025
Q1 | $14.5M | Buy |
163,695
+38,755
| +31% | +$3.42M | ﹤0.01% | 1415 |
|
|
2024
Q4 | $12M | Buy |
124,940
+5,594
| +5% | +$537K | ﹤0.01% | 1528 |
|
|
2024
Q3 | $9.77M | Buy |
119,346
+1,612
| +1% | +$132K | ﹤0.01% | 1682 |
|
|
2024
Q2 | $10.1M | Buy |
117,734
+33,481
| +40% | +$2.89M | ﹤0.01% | 1580 |
|
|
2024
Q1 | $6.88M | Buy |
84,253
+1,853
| +2% | +$151K | ﹤0.01% | 1842 |
|
|
2023
Q4 | $5.46M | Buy |
82,400
+1,145
| +1% | +$75.9K | ﹤0.01% | 1951 |
|
|
2023
Q3 | $5.94M | Buy |
81,255
+52
| +0.1% | +$3.8K | ﹤0.01% | 1849 |
|
|
2023
Q2 | $5.13M | Buy |
81,203
+14,964
| +23% | +$945K | ﹤0.01% | 2024 |
|
|
2023
Q1 | $3.89M | Buy |
66,239
+19,180
| +41% | +$1.13M | ﹤0.01% | 2195 |
|
|
2022
Q4 | $2.9M | Buy |
47,059
+17,201
| +58% | +$1.06M | ﹤0.01% | 2350 |
|
|
2022
Q3 | $2.01M | Buy |
29,858
+2,702
| +10% | +$181K | ﹤0.01% | 2583 |
|
|
2022
Q2 | $1.67M | Sell |
27,156
-75,570
| -74% | -$4.64M | ﹤0.01% | 2766 |
|
|
2022
Q1 | $6.93M | Sell |
102,726
-22,887
| -18% | -$1.54M | ﹤0.01% | 2053 |
|
|
2021
Q4 | $5.56M | Sell |
125,613
-1,613,197
| -93% | -$71.4M | ﹤0.01% | 2329 |
|
|
2021
Q3 | $113M | Buy |
1,738,810
+202,873
| +13% | +$13.1M | 0.02% | 593 |
|
|
2021
Q2 | $124M | Sell |
1,535,937
-58,807
| -4% | -$4.73M | 0.03% | 557 |
|
|
2021
Q1 | $108M | Buy |
1,594,744
+186,903
| +13% | +$12.7M | 0.02% | 615 |
|
|
2020
Q4 | $98.1M | Sell |
1,407,841
-130,382
| -8% | -$9.09M | 0.02% | 648 |
|
|
2020
Q3 | $79M | Buy |
1,538,223
+32,809
| +2% | +$1.69M | 0.02% | 658 |
|
|
2020
Q2 | $88.3M | Sell |
1,505,414
-1,019
| -0.1% | -$59.8K | 0.03% | 595 |
|
|
2020
Q1 | $76.2M | Sell |
1,506,433
-155,185
| -9% | -$7.85M | 0.03% | 569 |
|
|
2019
Q4 | $123M | Buy |
1,661,618
+148,545
| +10% | +$11M | 0.03% | 510 |
|
|
2019
Q3 | $86.5M | Buy |
1,513,073
+283,889
| +23% | +$16.2M | 0.02% | 635 |
|
|
2019
Q2 | $80.4M | Buy |
1,229,184
+266,612
| +28% | +$17.4M | 0.02% | 684 |
|
|
2019
Q1 | $71.2M | Buy |
962,572
+279,115
| +41% | +$20.6M | 0.02% | 713 |
|
|
2018
Q4 | $40.8M | Buy |
683,457
+159,432
| +30% | +$9.51M | 0.01% | 927 |
|
|
2018
Q3 | $49.5M | Sell |
524,025
-77,908
| -13% | -$7.36M | 0.01% | 943 |
|
|
2018
Q2 | $45.2M | Sell |
601,933
-376,124
| -38% | -$28.2M | 0.01% | 967 |
|
|
2018
Q1 | $59.2M | Sell |
978,057
-112,616
| -10% | -$6.82M | 0.02% | 807 |
|
|
2017
Q4 | $50.9M | Sell |
1,090,673
-17,737
| -2% | -$828K | 0.01% | 878 |
|
|
2017
Q3 | $56.1M | Buy |
1,108,410
+366,925
| +49% | +$18.6M | 0.02% | 808 |
|
|
2017
Q2 | $36.9M | Sell |
741,485
-623,320
| -46% | -$31.1M | 0.01% | 1017 |
|
|
2017
Q1 | $57.9M | Sell |
1,364,805
-136,253
| -9% | -$5.78M | 0.02% | 782 |
|
|
2016
Q4 | $60.8M | Sell |
1,501,058
-1,344,800
| -47% | -$54.5M | 0.02% | 722 |
|
|
2016
Q3 | $108M | Sell |
2,845,858
-1,046,700
| -27% | -$39.6M | 0.04% | 485 |
|
|
2016
Q2 | $118M | Sell |
3,892,558
-292,107
| -7% | -$8.88M | 0.05% | 420 |
|
|
2016
Q1 | $103M | Buy |
4,184,665
+931,882
| +29% | +$23M | 0.04% | 459 |
|
|
2015
Q4 | $81.5M | Buy |
3,252,783
+765,840
| +31% | +$19.2M | 0.03% | 529 |
|
|
2015
Q3 | $73.5M | Buy |
2,486,943
+994,123
| +67% | +$29.4M | 0.03% | 572 |
|
|
2015
Q2 | $47.8M | Buy |
1,492,820
+296,468
| +25% | +$9.5M | 0.02% | 828 |
|
|
2015
Q1 | $29.9M | Buy |
1,196,352
+254,272
| +27% | +$6.35M | 0.01% | 1082 |
|
|
2014
Q4 | $24M | Buy |
942,080
+70,206
| +8% | +$1.79M | 0.01% | 1168 |
|
|
2014
Q3 | $16M | Buy |
+871,874
| New | +$16M | 0.01% | 1406 |
|