Wolverine Trading’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 1748 |
|
|
2025
Q1 | – | Sell |
-4,499
| Closed | -$436K | – | 1811 |
|
|
2024
Q4 | $436K | Buy |
4,499
+1,114
| +33% | +$108K | ﹤0.01% | 882 |
|
|
2024
Q3 | $271K | Buy |
+3,385
| New | +$271K | ﹤0.01% | 936 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1545 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1548 |
|
|
2022
Q3 | – | Sell |
-3,936
| Closed | -$250K | – | 1674 |
|
|
2022
Q2 | $250K | Sell |
3,936
-6,707
| -63% | -$426K | ﹤0.01% | 792 |
|
|
2022
Q1 | $716K | Buy |
+10,643
| New | +$716K | ﹤0.01% | 585 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 2143 |
|
|
2021
Q2 | – | Sell |
-4,002
| Closed | -$268K | – | 2168 |
|
|
2021
Q1 | $268K | Buy |
4,002
+491
| +14% | +$32.9K | ﹤0.01% | 1313 |
|
|
2020
Q4 | $244K | Sell |
3,511
-15,619
| -82% | -$1.09M | ﹤0.01% | 1159 |
|
|
2020
Q3 | $946K | Buy |
19,130
+5,530
| +41% | +$273K | ﹤0.01% | 426 |
|
|
2020
Q2 | $790K | Sell |
13,600
-15,635
| -53% | -$908K | ﹤0.01% | 447 |
|
|
2020
Q1 | $1.54M | Buy |
29,235
+16,098
| +123% | +$850K | ﹤0.01% | 276 |
|
|
2019
Q4 | $966K | Buy |
+13,137
| New | +$966K | ﹤0.01% | 667 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1603 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1563 |
|
|
2018
Q4 | – | Sell |
-22,252
| Closed | -$2.1M | – | 1631 |
|
|
2018
Q3 | $2.1M | Buy |
22,252
+14,063
| +172% | +$1.33M | ﹤0.01% | 280 |
|
|
2018
Q2 | $496K | Hold |
8,189
| – | – | ﹤0.01% | 705 |
|
|
2018
Q1 | $496K | Buy |
+8,189
| New | +$496K | ﹤0.01% | 705 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 1795 |
|
|
2017
Q2 | – | Sell |
-11,732
| Closed | -$479K | – | 1559 |
|
|
2017
Q1 | $479K | Sell |
11,732
-5,905
| -33% | -$241K | ﹤0.01% | 607 |
|
|
2016
Q4 | $715K | Buy |
+17,637
| New | +$715K | ﹤0.01% | 439 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1494 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1140 |
|