Motley Fool Wealth Management, LLC Healthequity, Inc. Transaction History

Motley Fool Wealth Management, LLC

$1.87 Billion
Q3 2024

A detailed history of Motley Fool Wealth Management, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Motley Fool Wealth Management, LLC holds 141,135 shares of HQY stock, worth $12.9 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

141,135

Previous 143,409 1.59%

Holding current value

$12.9 Million

Previous $12.4 Million 6.54%

% of portfolio

0.62%

Previous 0.67%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$67.98 - $86.62 $154,586 - $196,973	-2,274 Reduced 1.59%	141,135 $11.6 Million
Q2 2024 Aug 08, 2024	BUY	$75.85 - $86.94 $426,276 - $488,602	5,620 Added 4.08%	143,409 $12.4 Million
Q1 2024 May 08, 2024	SELL	$66.17 - $83.53 $118,510 - $149,602	-1,791 Reduced 1.28%	137,789 $11.2 Million
Q4 2023 Feb 02, 2024	SELL	$62.44 - $76.13 $103,338 - $125,995	-1,655 Reduced 1.17%	139,580 $9.25 Million
Q3 2023 Nov 13, 2023	BUY	$61.58 - $75.59 $1.13 Million - $1.38 Million	18,278 Added 14.87%	141,235 $10.3 Million
Q2 2023 Aug 09, 2023	SELL	$51.02 - $65.67 $70,203 - $90,361	-1,376 Reduced 1.11%	122,957 $7.76 Million
Q1 2023 May 10, 2023	BUY	$52.44 - $67.41 $8,809 - $11,324	168 Added 0.14%	124,333 $7.3 Million
Q4 2022 Feb 09, 2023	SELL	$57.65 - $78.5 $30,439 - $41,448	-528 Reduced 0.42%	124,165 $7.65 Million
Q3 2022 Nov 14, 2022	BUY	$56.95 - $73.5 $19,932 - $25,725	350 Added 0.28%	124,693 $8.38 Million
Q2 2022 Aug 11, 2022	SELL	$54.14 - $71.62 $24,254 - $32,085	-448 Reduced 0.36%	124,343 $7.63 Million
Q1 2022 May 04, 2022	SELL	$45.4 - $67.44 $24,606 - $36,552	-542 Reduced 0.43%	124,791 $8.42 Million
Q4 2021 Feb 10, 2022	SELL	$39.52 - $69.52 $145,196 - $255,416	-3,674 Reduced 2.85%	125,333 $5.55 Million
Q3 2021 Nov 12, 2021	SELL	$61.14 - $82.65 $154,623 - $209,021	-2,529 Reduced 1.92%	129,007 $8.35 Million
Q2 2021 Aug 13, 2021	SELL	$66.24 - $84.6 $77,633 - $99,151	-1,172 Reduced 0.88%	131,536 $10.6 Million
Q1 2021 May 11, 2021	SELL	$67.0 - $91.01 $68,809 - $93,467	-1,027 Reduced 0.77%	132,708 $9.02 Million
Q4 2020 Feb 12, 2021	BUY	$51.41 - $74.4 $109,143 - $157,951	2,123 Added 1.61%	133,735 $9.32 Million
Q3 2020 Nov 12, 2020	BUY	$46.15 - $61.64 $3.92 Million - $5.24 Million	84,969 Added 182.17%	131,612 $6.76 Million
Q2 2020 Aug 12, 2020	BUY	$41.09 - $67.57 $1.92 Million - $3.15 Million	46,643 New	46,643 $2.74 Million

Others Institutions Holding HQY

# of Institutions

436

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 $7.7B
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 ...

More about HQY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Motley Fool Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Motley Fool Wealth Management, LLC with notifications on news.

Account

Motley Fool Wealth Management, LLC Healthequity, Inc. Transaction History