Avior Wealth Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
+3,821
| New | +$400K | 0.01% | 494 |
|
|
2025
Q1 | – | Sell |
-301
| Closed | -$28.9K | – | 1454 |
|
|
2024
Q4 | $28.9K | Buy |
301
+13
| +5% | +$1.25K | ﹤0.01% | 1326 |
|
|
2024
Q3 | $23.6K | Buy |
288
+134
| +87% | +$11K | ﹤0.01% | 1342 |
|
|
2024
Q2 | $13.3K | Buy |
154
+25
| +19% | +$2.16K | ﹤0.01% | 1441 |
|
|
2024
Q1 | $10.5K | Buy |
129
+34
| +36% | +$2.78K | ﹤0.01% | 1856 |
|
|
2023
Q4 | $6.3K | Hold |
95
| – | – | ﹤0.01% | 1086 |
|
|
2023
Q3 | $6.94K | Buy |
95
+75
| +375% | +$5.48K | ﹤0.01% | 1102 |
|
|
2023
Q2 | $1.26K | Hold |
20
| – | – | ﹤0.01% | 1400 |
|
|
2023
Q1 | $1.17K | Hold |
20
| – | – | ﹤0.01% | 1447 |
|
|
2022
Q4 | $1.23K | Hold |
20
| – | – | ﹤0.01% | 1102 |
|
|
2022
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1087 |
|
|
2018
Q2 | – | Sell |
-2,411
| Closed | -$146K | – | 816 |
|
|
2018
Q1 | $146K | Sell |
2,411
-348
| -13% | -$21.1K | 0.03% | 397 |
|
|
2017
Q4 | $129K | Buy |
+2,759
| New | +$129K | 0.03% | 417 |
|