Bell Investment Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.92K | Hold |
47
| – | – | ﹤0.01% | 978 |
|
|
2025
Q1 | $4.15K | Hold |
47
| – | – | ﹤0.01% | 1005 |
|
|
2024
Q4 | $4.51K | Hold |
47
| – | – | ﹤0.01% | 968 |
|
|
2024
Q3 | $3.85K | Hold |
47
| – | – | ﹤0.01% | 1071 |
|
|
2024
Q2 | $4.05K | Hold |
47
| – | – | ﹤0.01% | 1031 |
|
|
2024
Q1 | $3.84K | Hold |
47
| – | – | ﹤0.01% | 1053 |
|
|
2023
Q4 | $3.12K | Sell |
47
-3
| -6% | -$199 | ﹤0.01% | 1127 |
|
|
2023
Q3 | $3.65K | Sell |
50
-14
| -22% | -$1.02K | ﹤0.01% | 972 |
|
|
2023
Q2 | $4.04K | Buy |
64
+10
| +19% | +$631 | ﹤0.01% | 930 |
|
|
2023
Q1 | $3.17K | Buy |
54
+8
| +17% | +$470 | ﹤0.01% | 1015 |
|
|
2022
Q4 | $2.84K | Sell |
46
-8
| -15% | -$493 | ﹤0.01% | 1095 |
|
|
2022
Q3 | $4K | Buy |
54
+8
| +17% | +$593 | ﹤0.01% | 789 |
|
|
2022
Q2 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 951 |
|
|
2021
Q4 | $1K | Sell |
18
-14
| -44% | -$778 | ﹤0.01% | 1464 |
|
|
2021
Q3 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 1079 |
|