Schaper Benz & Wise Investment Counsel Inc Healthequity, Inc. Transaction History

Schaper Benz & Wise Investment Counsel Inc

$1.21 Billion
Q3 2024

A detailed history of Schaper Benz & Wise Investment Counsel Inc transactions in Healthequity, Inc. stock. As of the latest transaction made, Schaper Benz & Wise Investment Counsel Inc holds 15,681 shares of HQY stock, worth $1.55 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

15,681

Previous 15,716 0.22%

Holding current value

$1.55 Million

Previous $1.35 Million 5.24%

% of portfolio

0.11%

Previous 0.12%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$67.98 - $86.62 $2,379 - $3,031	-35 Reduced 0.22%	15,681 $1.28 Million
Q1 2024 Apr 29, 2024	SELL	$66.17 - $83.53 $992 - $1,252	-15 Reduced 0.1%	15,716 $1.28 Million
Q3 2023 Oct 11, 2023	SELL	$61.58 - $75.59 $22,168 - $27,212	-360 Reduced 2.24%	15,731 $1.15 Million
Q1 2023 May 01, 2023	SELL	$52.44 - $67.41 $1,573 - $2,022	-30 Reduced 0.19%	16,091 $944,000
Q4 2022 Jan 25, 2023	SELL	$57.65 - $78.5 $36,953 - $50,318	-641 Reduced 3.82%	16,121 $0
Q3 2022 Oct 17, 2022	SELL	$56.95 - $73.5 $854 - $1,102	-15 Reduced 0.09%	16,762 $1.13 Million
Q2 2022 Aug 04, 2022	SELL	$54.14 - $71.62 $19,761 - $26,141	-365 Reduced 2.13%	16,777 $1.03 Million
Q1 2022 Apr 29, 2022	SELL	$45.4 - $67.44 $4,313 - $6,406	-95 Reduced 0.55%	17,142 $1.16 Million
Q4 2021 Feb 10, 2022	SELL	$39.52 - $69.52 $182,582 - $321,182	-4,620 Reduced 21.14%	17,237 $763,000
Q3 2021 Oct 27, 2021	BUY	$61.14 - $82.65 $276,108 - $373,247	4,516 Added 26.04%	21,857 $1.42 Million
Q2 2021 Jul 29, 2021	BUY	$66.24 - $84.6 $1,192 - $1,522	18 Added 0.1%	17,341 $1.4 Million
Q1 2021 Apr 20, 2021	BUY	$67.0 - $91.01 $3,350 - $4,550	50 Added 0.29%	17,323 $1.18 Million
Q4 2020 Feb 11, 2021	SELL	$51.41 - $74.4 $140,606 - $203,484	-2,735 Reduced 13.67%	17,273 $1.2 Million
Q3 2020 Nov 05, 2020	BUY	$46.15 - $61.64 $129,681 - $173,208	2,810 Added 16.34%	20,008 $1.03 Million
Q2 2020 Jul 30, 2020	SELL	$41.09 - $67.57 $19,805 - $32,568	-482 Reduced 2.73%	17,198 $1.01 Million
Q1 2020 May 04, 2020	BUY	$40.54 - $87.73 $176,349 - $381,625	4,350 Added 32.63%	17,680 $894,000
Q4 2019 Jan 30, 2020	BUY	$51.99 - $76.5 $57,189 - $84,150	1,100 Added 8.99%	13,330 $987,000
Q3 2019 Nov 04, 2019	BUY	$55.4 - $81.98 $677,542 - $1 Million	12,230 New	12,230 $699,000

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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Schaper Benz & Wise Investment Counsel Inc Healthequity, Inc. Transaction History