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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.62K Hold
2025
Q1
$2.21K Hold
2024
Q4
$2.4K Hold
2024
Q3
$2.05K Hold
2024
Q2
$2.15K Hold
2024
Q1
$2.04K Buy