Bank Of Montreal Healthequity, Inc. Transaction History

Bank Of Montreal

$197 Billion
Q2 2024

A detailed history of Bank Of Montreal transactions in Healthequity, Inc. stock. As of the latest transaction made, Bank Of Montreal holds 11,308 shares of HQY stock, worth $891,296. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,308

Previous 10,231 10.53%

Holding current value

$891,296

Previous $835,000 16.65%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$75.85 - $86.94 $81,690 - $93,634	1,077 Added 10.53%	11,308 $974,000
Q1 2024 May 13, 2024	BUY	$66.17 - $83.53 $71,728 - $90,546	1,084 Added 11.85%	10,231 $835,000
Q4 2023 Feb 08, 2024	BUY	$62.44 - $76.13 $49,702 - $60,599	796 Added 9.53%	9,147 $606,000
Q3 2023 Nov 01, 2023	BUY	$61.58 - $75.59 $1,785 - $2,192	29 Added 0.35%	8,351 $610,000
Q2 2023 Aug 02, 2023	SELL	$51.02 - $65.67 $150,968 - $194,317	-2,959 Reduced 26.23%	8,322 $525,000
Q1 2023 Jun 13, 2024	BUY	$52.44 - $67.41 $233,567 - $300,244	4,454 Added 43.53%	14,685 $862,000
Q4 2022 Feb 01, 2023	BUY	$57.65 - $78.5 $142,280 - $193,738	2,468 Added 28.0%	11,281 $695,000
Q3 2022 Nov 10, 2022	BUY	$56.95 - $73.5 $91,461 - $118,041	1,606 Added 22.28%	8,813 $630,000
Q2 2022 Aug 11, 2022	SELL	$54.14 - $71.62 $54,735 - $72,407	-1,011 Reduced 12.3%	7,207 $473,000
Q1 2022 May 12, 2022	BUY	$45.4 - $67.44 $114,952 - $170,758	2,532 Added 44.53%	8,218 $553,000
Q4 2021 Feb 11, 2022	SELL	$39.52 - $69.52 $59,714 - $105,044	-1,511 Reduced 20.99%	5,686 $250,000
Q3 2021 Nov 12, 2021	BUY	$61.14 - $82.65 $82,355 - $111,329	1,347 Added 23.03%	7,197 $482,000
Q2 2021 Aug 12, 2021	BUY	$66.24 - $84.6 $387,503 - $494,909	5,850 New	5,850 $489,000

Others Institutions Holding HQY

# of Institutions

413

Shares Held

82.3M

Call Options Held

41K

Put Options Held

61.9K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $6.66B
Description
HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness ...

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