Avantax Advisory Services’s HealthEquity HQY Stock Holding History

Avantax Advisory Services’s Portfolio HQY Stock Details HQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.07M	Sell
2025 Q1	$929K	Buy
2024 Q4	$925K	Buy
2024 Q3	$640K	Sell
2024 Q2	$689K	Buy