Atria Investments’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
22,395
+14,499
| +184% | +$1.52M | 0.03% | 662 |
|
|
2025
Q1 | $698K | Sell |
7,896
-470
| -6% | -$41.5K | 0.01% | 1176 |
|
|
2024
Q4 | $803K | Sell |
8,366
-665
| -7% | -$63.8K | 0.01% | 1099 |
|
|
2024
Q3 | $739K | Sell |
9,031
-2,190
| -20% | -$179K | 0.01% | 1131 |
|
|
2024
Q2 | $967K | Buy |
+11,221
| New | +$967K | 0.01% | 946 |
|