Belpointe Asset Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Sell |
6,736
-1,814
| -21% | -$190K | 0.03% | 463 |
|
|
2025
Q1 | $756K | Buy |
+8,550
| New | +$756K | 0.04% | 419 |
|
|
2024
Q2 | – | Sell |
-4,225
| Closed | -$345K | – | 889 |
|
|
2024
Q1 | $345K | Buy |
+4,225
| New | +$345K | 0.03% | 540 |
|
|
2023
Q2 | – | Sell |
-1,066
| Closed | -$62.6K | – | 1784 |
|
|
2023
Q1 | $62.6K | Buy |
1,066
+742
| +229% | +$43.6K | ﹤0.01% | 1579 |
|
|
2022
Q4 | $20K | Buy |
+324
| New | +$20K | ﹤0.01% | 2188 |
|