Belpointe Asset Management’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
$706K Sell
2025
Q1
$756K Buy
2024
Q2
Sell
2024
Q1
$345K Buy
2023
Q2
Sell
2023
Q1
$62.6K Buy
2022
Q4
$20K Buy