Advisory Services Network’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 | $207K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $60.4K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $95.8K | Hold |
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|
2022
Q4 | $101K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $233K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $66K | Sell |
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|
2020
Q3 | $112K | Sell |
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|
2020
Q2 | $1.8M | Sell |
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|
2020
Q1 | $1.64M | Sell |
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|
2019
Q4 | $2.57M | Buy |
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|
2019
Q3 | $2.19M | Hold |
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|
2019
Q2 | $2.19M | Buy |
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|
2019
Q1 | $2.37M | Buy |
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|
2018
Q4 | $1.82M | Sell |
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|
2018
Q3 | $2.95M | Sell |
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|
2018
Q2 | $2.65M | Buy |
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|
2018
Q1 | $1.91M | Buy |
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|
2017
Q4 | $1.47M | Buy |
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|
2017
Q3 | $1.53M | Buy |
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|
2017
Q2 | $1.42M | Buy |
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|
2017
Q1 | $1.21M | Buy |
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