Zurich Cantonal Bank’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 | $2.44M | Buy |
29,221
+3,619
| +14% | +$297K | 0.01% | 925 |
|
|
2025
Q4 | $2.35M | Buy |
25,602
+1,146
| +5% | +$110K | 0.01% | 887 |
|
|
2025
Q3 | $2.32M | Buy |
24,456
+1,291
| +6% | +$121K | 0.01% | 851 |
|
|
2025
Q2 | $2.43M | Buy |
23,165
+1,177
| +5% | +$112K | 0.01% | 787 |
|
|
2025
Q1 | $1.94M | Buy |
21,988
+408
| +2% | +$41.8K | 0.01% | 837 |
|
|
2024
Q4 | $2.07M | Sell |
21,580
-946
| -4% | -$88.2K | 0.01% | 829 |
|
|
2024
Q3 | $1.84M | Buy |
22,526
+4,993
| +28% | +$385K | 0.01% | 821 |
|
|
2024
Q2 | $1.51M | Buy |
17,533
+52
| +0.3% | +$4.2K | ﹤0.01% | 855 |
|
|
2024
Q1 | $1.43M | Sell |
17,481
-1,445
| -8% | -$113K | 0.01% | 881 |
|
|
2023
Q4 | $1.25M | Buy |
18,926
+2,013
| +12% | +$140K | ﹤0.01% | 945 |
|
|
2023
Q3 | $1.24M | Buy |
16,913
+2,085
| +14% | +$141K | 0.01% | 874 |
|
|
2023
Q2 | $936K | Buy |
14,828
+1,716
| +13% | +$99.5K | ﹤0.01% | 968 |
|
|
2023
Q1 | $770K | Buy |
13,112
+873
| +7% | +$53K | ﹤0.01% | 1029 |
|
|
2022
Q4 | $754K | Buy |
12,239
+1,017
| +9% | +$68.4K | ﹤0.01% | 1026 |
|
|
2022
Q3 | $754K | Buy |
11,222
+864
| +8% | +$54.7K | ﹤0.01% | 951 |
|
|
2022
Q2 | $636K | Sell |
10,358
-858
| -8% | -$55K | ﹤0.01% | 1079 |
|
|
2022
Q1 | $756K | Hold |
11,216
| – | – | ﹤0.01% | 1069 |
|
|
2021
Q4 | $496K | Buy |
11,216
+3,401
| +44% | +$198K | ﹤0.01% | 1444 |
|
|
2021
Q3 | $506K | Hold |
7,815
| – | – | ﹤0.01% | 1288 |
|
|
2021
Q2 | $629K | Sell |
7,815
-452
| -5% | -$34.4K | ﹤0.01% | 1094 |
|
|
2021
Q1 | $562K | Sell |
8,267
-782
| -9% | -$61.4K | ﹤0.01% | 1150 |
|
|
2020
Q4 | $631K | Buy |
9,049
+589
| +7% | +$36.6K | ﹤0.01% | 1153 |
|
|
2020
Q3 | $435K | Buy |
8,460
+677
| +9% | +$37.2K | ﹤0.01% | 1154 |
|
|
2020
Q2 | $457K | Buy |
7,783
+1,804
| +30% | +$99.8K | ﹤0.01% | 1052 |
|
|
2020
Q1 | $302K | Buy |
5,979
+938
| +19% | +$62.3K | ﹤0.01% | 1043 |
|
|
2019
Q4 | $373K | Buy |
5,041
+729
| +17% | +$45.5K | ﹤0.01% | 1011 |
|
|
2019
Q3 | $246K | Buy |
4,312
+1,044
| +32% | +$69.3K | ﹤0.01% | 1142 |
|
|
2019
Q2 | $214K | Hold |
3,268
| – | – | ﹤0.01% | 1202 |
|
|
2019
Q1 | $242K | Sell |
3,268
-685
| -17% | -$48.2K | ﹤0.01% | 1108 |
|
|
2018
Q4 | $236K | Buy |
3,953
+220
| +6% | +$17.7K | ﹤0.01% | 1120 |
|
|
2018
Q3 | $352K | Buy |
3,733
+281
| +8% | +$24.2K | ﹤0.01% | 1027 |
|
|
2018
Q2 | $259K | Hold |
3,452
| – | – | ﹤0.01% | 1111 |
|
|
2018
Q1 | $209K | Hold |
3,452
| – | – | ﹤0.01% | 1171 |
|
|
2017
Q4 | $161K | Buy |
3,452
+908
| +36% | +$45K | ﹤0.01% | 1311 |
|
|
2017
Q3 | $129K | Hold |
2,544
| – | – | ﹤0.01% | 1242 |
|
|
2017
Q2 | $127K | Buy |
2,544
+1,308
| +106% | +$61.2K | ﹤0.01% | 1217 |
|
|
2017
Q1 | $52K | Hold |
1,236
| – | – | ﹤0.01% | 1716 |
|
|
2016
Q4 | $50K | Hold |
1,236
| – | – | ﹤0.01% | 1699 |
|
|
2016
Q3 | $47K | Buy |
1,236
+209
| +20% | +$6.62K | ﹤0.01% | 1675 |
|
|
2016
Q2 | $31K | Hold |
1,027
| – | – | ﹤0.01% | 1777 |
|
|
2016
Q1 | $25K | Hold |
1,027
| – | – | ﹤0.01% | 1871 |
|
|
2015
Q4 | $26K | Buy |
1,027
+695
| +209% | +$21.4K | ﹤0.01% | 1858 |
|
|
2015
Q3 | $10K | Buy |
+332
| New | +$10.4K | ﹤0.01% | 1999 |
|
Other funds holding HQY
WA
VPM
VCM
