Abound Wealth Management’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05K Hold
10
﹤0.01% 797
2025
Q1
$884 Hold
10
﹤0.01% 766
2024
Q4
$960 Hold
10
﹤0.01% 742
2024
Q3
$819 Hold
10
﹤0.01% 801
2024
Q2
$862 Hold
10
﹤0.01% 741
2024
Q1
$817 Hold
10
﹤0.01% 801
2023
Q4
$663 Hold
10
﹤0.01% 859
2023
Q3
$731 Hold
10
﹤0.01% 749
2023
Q2
$632 Hold
10
﹤0.01% 787
2023
Q1
$588 Hold
10
﹤0.01% 665
2022
Q4
$617 Hold
10
﹤0.01% 649
2022
Q3
$672 Buy
+10
New +$672 ﹤0.01% 638