Shelton Capital Management Healthequity, Inc. Transaction History

Shelton Capital Management

$3.85 Billion
Q3 2024

A detailed history of Shelton Capital Management transactions in Healthequity, Inc. stock. As of the latest transaction made, Shelton Capital Management holds 3,440 shares of HQY stock, worth $313,349. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,440

Previous 3,582 3.96%

Holding current value

$313,349

Previous $308,000 8.77%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$67.98 - $86.62 $9,653 - $12,300	-142 Reduced 3.96%	3,440 $281,000
Q2 2024 Aug 13, 2024	SELL	$75.85 - $86.94 $12,136 - $13,910	-160 Reduced 4.28%	3,582 $308,000
Q4 2023 Feb 14, 2024	SELL	$62.44 - $76.13 $26,849 - $32,735	-430 Reduced 10.31%	3,742 $248,000
Q2 2023 Aug 10, 2023	SELL	$51.02 - $65.67 $9,744 - $12,542	-191 Reduced 4.38%	4,172 $263,000
Q1 2022 May 12, 2022	BUY	$45.4 - $67.44 $198,080 - $294,240	4,363 New	4,363 $294,000
Q4 2021 Feb 11, 2022	SELL	$39.52 - $69.52 $172,425 - $303,315	-4,363 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$66.24 - $84.6 $15,500 - $19,796	234 Added 5.67%	4,363 $351,000
Q2 2020 Aug 12, 2020	SELL	$41.09 - $67.57 $15,367 - $25,271	-374 Reduced 8.31%	4,129 $242,000
Q1 2020 May 13, 2020	BUY	$40.54 - $87.73 $26,675 - $57,726	658 Added 17.11%	4,503 $228,000
Q2 2019 Aug 14, 2019	BUY	$62.18 - $78.3 $221,422 - $278,826	3,561 Added 1253.87%	3,845 $251,000
Q1 2019 May 10, 2019	SELL	$52.86 - $84.51 $188,234 - $300,940	-3,561 Reduced 92.61%	284 $3.85 Million
Q4 2018 Jan 31, 2019	SELL	$54.39 - $100.44 $77,505 - $143,127	-1,425 Reduced 27.04%	3,845 $229,000
Q3 2018 Nov 14, 2018	BUY	$74.12 - $97.32 $13,860 - $18,198	187 Added 3.68%	5,270 $498,000
Q1 2018 May 15, 2018	BUY	$46.47 - $66.82 $236,207 - $339,646	5,083 New	5,083 $308,000
Q4 2017 Feb 06, 2018	SELL	$43.69 - $53.96 $185,595 - $229,222	-4,248 Closed	0 $0
Q3 2017 Nov 28, 2017	BUY	$40.6 - $50.58 $172,468 - $214,863	4,248 New	4,248 $215,000
Q3 2017 Nov 14, 2017	SELL	$40.6 - $50.58 $177,178 - $220,731	-4,364 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	4,364	4,364 $217,000

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 ...

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Shelton Capital Management Healthequity, Inc. Transaction History