Beacon Capital Management LLC (Tennessee)’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.62K Hold
25
﹤0.01% 858
2025
Q1
$2.21K Hold
25
﹤0.01% 924
2024
Q4
$2.4K Hold
25
﹤0.01% 862
2024
Q3
$2.05K Hold
25
﹤0.01% 996
2024
Q2
$2.16K Hold
25
﹤0.01% 859
2024
Q1
$2.04K Buy
+25
New +$2.04K ﹤0.01% 872