Motley Fool Asset Management LLC Healthequity, Inc. Transaction History

Motley Fool Asset Management LLC

$1.66 Billion
Q3 2024

A detailed history of Motley Fool Asset Management LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Motley Fool Asset Management LLC holds 111,757 shares of HQY stock, worth $11.1 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

111,757

Previous 111,226 0.48%

Holding current value

$11.1 Million

Previous $9.59 Million 4.58%

% of portfolio

0.55%

Previous 0.66%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$67.98 - $86.62 $36,097 - $45,995	531 Added 0.48%	111,757 $9.15 Million
Q2 2024 Aug 08, 2024	SELL	$75.85 - $86.94 $572,970 - $656,744	-7,554 Reduced 6.36%	111,226 $9.59 Million
Q1 2024 May 15, 2024	SELL	$66.17 - $83.53 $241 Million - $304 Million	-3,643,284 Reduced 96.84%	118,780 $9.7 Million
Q1 2024 May 08, 2024	BUY	$66.17 - $83.53 $241 Million - $304 Million	3,640,748 Added 3001.05%	3,762,064 $307 Million
Q4 2023 Feb 02, 2024	BUY	$62.44 - $76.13 $60,129 - $73,313	963 Added 0.8%	121,316 $8.04 Million
Q3 2023 Nov 13, 2023	BUY	$61.58 - $75.59 $1.62 Million - $1.98 Million	26,237 Added 27.88%	120,353 $8.79 Million
Q2 2023 Aug 09, 2023	SELL	$51.02 - $65.67 $165,508 - $213,033	-3,244 Reduced 3.33%	94,116 $5.94 Million
Q1 2023 May 10, 2023	BUY	$52.44 - $67.41 $215,266 - $276,718	4,105 Added 4.4%	97,360 $5.72 Million
Q4 2022 Feb 09, 2023	SELL	$57.65 - $78.5 $271,070 - $369,107	-4,702 Reduced 4.8%	93,255 $5.75 Million
Q3 2022 Nov 14, 2022	SELL	$56.95 - $73.5 $154,733 - $199,699	-2,717 Reduced 2.7%	97,957 $6.58 Million
Q2 2022 Aug 11, 2022	SELL	$54.14 - $71.62 $317,531 - $420,051	-5,865 Reduced 5.51%	100,674 $5.92 Million
Q1 2022 May 04, 2022	SELL	$45.4 - $67.44 $3.31 Million - $4.91 Million	-72,878 Reduced 40.62%	106,539 $7.19 Million
Q4 2021 Feb 10, 2022	SELL	$39.52 - $69.52 $189,735 - $333,765	-4,801 Reduced 2.61%	179,417 $7.94 Million
Q3 2021 Nov 12, 2021	SELL	$61.14 - $82.65 $89,325 - $120,751	-1,461 Reduced 0.79%	184,218 $11.9 Million
Q2 2021 Aug 13, 2021	SELL	$66.24 - $84.6 $322,588 - $412,002	-4,870 Reduced 2.56%	185,679 $14.9 Million
Q1 2021 May 11, 2021	BUY	$67.0 - $91.01 $978,870 - $1.33 Million	14,610 Added 8.3%	190,549 $13 Million
Q4 2020 Feb 12, 2021	BUY	$51.41 - $74.4 $751,100 - $1.09 Million	14,610 Added 9.06%	175,939 $12.3 Million
Q3 2020 Nov 12, 2020	BUY	$46.15 - $61.64 $3.89 Million - $5.2 Million	84,383 Added 109.67%	161,329 $8.32 Million
Q2 2020 Aug 12, 2020	BUY	$41.09 - $67.57 $1.59 Million - $2.61 Million	38,630 Added 100.82%	76,946 $4.51 Million
Q1 2020 May 13, 2020	SELL	$40.54 - $87.73 $13,378 - $28,950	-330 Reduced 0.85%	38,316 $1.94 Million
Q4 2019 Feb 11, 2020	SELL	$51.99 - $76.5 $68,626 - $100,980	-1,320 Reduced 3.3%	38,646 $2.86 Million
Q3 2019 Nov 12, 2019	BUY	$55.4 - $81.98 $512,948 - $759,052	9,259 Added 30.15%	39,966 $2.28 Million
Q2 2019 Aug 14, 2019	BUY	$62.18 - $78.3 $637,842 - $803,201	10,258 Added 50.16%	30,707 $2.01 Million
Q1 2019 May 07, 2019	BUY	$52.86 - $84.51 $178,666 - $285,643	3,380 Added 19.8%	20,449 $1.51 Million
Q4 2018 Feb 12, 2019	BUY	$54.39 - $100.44 $928,382 - $1.71 Million	17,069 New	17,069 $1.02 Million

Others Institutions Holding HQY

# of Institutions

434

Shares Held

81.8M

Call Options Held

205K

Put Options Held

101K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $8.37B
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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Motley Fool Asset Management LLC Healthequity, Inc. Transaction History