Arkadios Wealth Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Buy |
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|
2025
Q1 | $326K | Sell |
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|
2024
Q4 | $456K | Sell |
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|
2024
Q3 | $404K | Hold |
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|
2024
Q2 | $426K | Buy |
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|
2024
Q1 | $400K | Sell |
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|
2023
Q4 | $325K | Sell |
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|
2023
Q3 | $459K | Sell |
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|
2023
Q2 | $462K | Buy |
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|
2023
Q1 | $427K | Sell |
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|
2022
Q4 | $510K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1K | Sell |
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|
2021
Q2 | $31K | Buy |
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