Arax Advisory Partners’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.6K | Buy |
359
+45
| +14% | +$4.71K | ﹤0.01% | 1370 |
|
|
2025
Q1 | $27.7K | Buy |
314
+264
| +528% | +$23.3K | ﹤0.01% | 1163 |
|
|
2024
Q4 | $4.8K | Sell |
50
-32
| -39% | -$3.07K | ﹤0.01% | 1756 |
|
|
2024
Q3 | $6.71K | Sell |
82
-10
| -11% | -$819 | ﹤0.01% | 1578 |
|
|
2024
Q2 | $7.93K | Buy |
92
+72
| +360% | +$6.21K | ﹤0.01% | 1382 |
|
|
2024
Q1 | $1.63K | Hold |
20
| – | – | ﹤0.01% | 1074 |
|
|
2023
Q4 | $1.33K | Sell |
20
-15
| -43% | -$995 | ﹤0.01% | 1082 |
|
|
2023
Q3 | $2.56K | Buy |
35
+12
| +52% | +$877 | ﹤0.01% | 975 |
|
|
2023
Q2 | $1.45K | Hold |
23
| – | – | ﹤0.01% | 1043 |
|
|
2023
Q1 | $1.35K | Buy |
23
+3
| +15% | +$176 | ﹤0.01% | 1049 |
|
|
2022
Q4 | $1.23K | Hold |
20
| – | – | ﹤0.01% | 1027 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1087 |
|
|
2022
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 1054 |
|
|
2022
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1041 |
|
|
2021
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1021 |
|