Abound Wealth Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $948 | Hold |
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|
2025
Q2 | $1.05K | Hold |
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|
2025
Q1 | $884 | Hold |
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|
2024
Q4 | $960 | Hold |
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|
2024
Q3 | $819 | Hold |
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|
2024
Q2 | $862 | Hold |
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|
2024
Q1 | $817 | Hold |
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|
2023
Q4 | $663 | Hold |
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|
2023
Q3 | $731 | Hold |
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|
2023
Q2 | $632 | Hold |
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|
2023
Q1 | $588 | Hold |
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|
2022
Q4 | $617 | Hold |
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|
2022
Q3 | $672 | Buy |
|