Annis Gardner Whiting Capital Advisors’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$105	Buy	+1	New	+$105	﹤0.01%	1320
2024 Q3	–	Sell	-362	Closed	-$31.2K	–	835
2024 Q2	$31.2K	Sell	362 -64	-15%	-$5.52K	0.01%	483
2024 Q1	$34.8K	Buy	+426	New	+$34.8K	0.01%	449