Xponance’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 | $1.02M | Buy |
12,161
+1,580
| +15% | +$130K | 0.01% | 738 |
|
|
2025
Q4 | $969K | Sell |
10,581
-1,684
| -14% | -$161K | 0.01% | 701 |
|
|
2025
Q3 | $1.16M | Buy |
12,265
+102
| +0.8% | +$9.6K | 0.01% | 670 |
|
|
2025
Q2 | $1.27M | Sell |
12,163
-249
| -2% | -$23.6K | 0.01% | 640 |
|
|
2025
Q1 | $1.1M | Buy |
12,412
+136
| +1% | +$13.9K | 0.01% | 658 |
|
|
2024
Q4 | $1.18M | Buy |
12,276
+718
| +6% | +$66.9K | 0.01% | 667 |
|
|
2024
Q3 | $946K | Sell |
11,558
-43
| -0.4% | -$3.32K | 0.01% | 719 |
|
|
2024
Q2 | $1M | Sell |
11,601
-709
| -6% | -$57.3K | 0.01% | 679 |
|
|
2024
Q1 | $1M | Buy |
12,310
+41
| +0.3% | +$3.2K | 0.01% | 720 |
|
|
2023
Q4 | $813K | Buy |
12,269
+147
| +1% | +$10.2K | 0.01% | 748 |
|
|
2023
Q3 | $886K | Sell |
12,122
-269
| -2% | -$18.2K | 0.01% | 686 |
|
|
2023
Q2 | $782K | Sell |
12,391
-947
| -7% | -$54.9K | 0.01% | 738 |
|
|
2023
Q1 | $783K | Buy |
13,338
+62
| +0.5% | +$3.77K | 0.01% | 740 |
|
|
2022
Q4 | $818K | Sell |
13,276
-21
| -0.2% | -$1.41K | 0.01% | 704 |
|
|
2022
Q3 | $893K | Sell |
13,297
-152
| -1% | -$9.62K | 0.02% | 619 |
|
|
2022
Q2 | $825K | Buy |
13,449
+827
| +7% | +$53K | 0.02% | 637 |
|
|
2022
Q1 | $851K | Sell |
12,622
-133
| -1% | -$7.18K | 0.01% | 656 |
|
|
2021
Q4 | $565K | Sell |
12,755
-167
| -1% | -$9.73K | 0.01% | 858 |
|
|
2021
Q3 | $837K | Sell |
12,922
-134
| -1% | -$9.31K | 0.02% | 641 |
|
|
2021
Q2 | $1.05M | Buy |
13,056
+3,962
| +44% | +$302K | 0.02% | 569 |
|
|
2021
Q1 | $618K | Sell |
9,094
-1,813
| -17% | -$142K | 0.01% | 680 |
|
|
2020
Q4 | $760K | Sell |
10,907
-26
| -0.2% | -$1.62K | 0.02% | 562 |
|
|
2020
Q3 | $561K | Buy |
10,933
+1,269
| +13% | +$69.7K | 0.01% | 593 |
|
|
2020
Q2 | $567K | Buy |
+9,664
| New | +$534K | 0.01% | 542 |
|
Other funds holding HQY
WA
VPM
VCM
