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Ballentine Partners’s HealthEquity HQY Stock Holding History

Ballentine Partners’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,392
Closed -$211K – 1025
2025
Q1 		$211K Buy
2,392
+15
+0.6% +$1.33K ﹤0.01% 780
2024
Q4 		$228K Buy
+2,377
New +$228K ﹤0.01% 730