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
Q3
Sell
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