Amica Retiree Medical Trust’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$121K Sell
1,153
-375
-25% -$39.4K 0.17% 97
2025
Q1
$135K Sell
1,528
-858
-36% -$75.8K 0.21% 88
2024
Q4
$229K Hold
2,386
0.22% 82
2024
Q3
$195K Buy
+2,386
New +$195K 0.16% 90
2023
Q3
$261K Buy
+3,578
New +$261K 0.31% 83