Arkadios Wealth 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 | $433K | Buy |
4,135
+446
| +12% | +$46.7K | 0.01% | 886 |
|
|
2025
Q1 | $326K | Sell |
3,689
-1,064
| -22% | -$94K | 0.01% | 873 |
|
|
2024
Q4 | $456K | Sell |
4,753
-185
| -4% | -$17.8K | 0.02% | 578 |
|
|
2024
Q3 | $404K | Hold |
4,938
| – | – | 0.02% | 620 |
|
|
2024
Q2 | $426K | Buy |
4,938
+36
| +0.7% | +$3.1K | 0.03% | 518 |
|
|
2024
Q1 | $400K | Sell |
4,902
-1
| -0% | -$82 | 0.03% | 449 |
|
|
2023
Q4 | $325K | Sell |
4,903
-1,386
| -22% | -$91.9K | 0.03% | 496 |
|
|
2023
Q3 | $459K | Sell |
6,289
-1,022
| -14% | -$74.7K | 0.04% | 358 |
|
|
2023
Q2 | $462K | Buy |
7,311
+41
| +0.6% | +$2.59K | 0.05% | 328 |
|
|
2023
Q1 | $427K | Sell |
7,270
-1,000
| -12% | -$58.7K | 0.05% | 343 |
|
|
2022
Q4 | $510K | Buy |
+8,270
| New | +$510K | 0.07% | 277 |
|
|
2021
Q4 | – | Sell |
-25
| Closed | -$1K | – | 1092 |
|
|
2021
Q3 | $1K | Sell |
25
-370
| -94% | -$14.8K | ﹤0.01% | 1807 |
|
|
2021
Q2 | $31K | Buy |
+395
| New | +$31K | ﹤0.01% | 1111 |
|