Advisors Asset 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
Q2 | $255K | Buy |
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|
2025
Q1 | $206K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $80K | Sell |
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|
2020
Q2 | $117K | Sell |
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|
2020
Q1 | $105K | Sell |
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|
2019
Q4 | $202K | Sell |
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|
2019
Q3 | $194K | Sell |
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|
2019
Q2 | $263K | Sell |
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|
2019
Q1 | $299K | Buy |
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|
2018
Q4 | $209K | Buy |
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|
2018
Q3 | $274K | Buy |
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|
2018
Q2 | $160K | Buy |
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|
2018
Q1 | $78K | Buy |
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|
2017
Q4 | $21K | Buy |
|