Carson Wealth (CWM LLC)’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
3,243
-44
| -1% | -$4.61K | ﹤0.01% | 1783 |
|
|
2025
Q1 | $290K | Buy |
3,287
+410
| +14% | +$36.2K | ﹤0.01% | 1688 |
|
|
2024
Q4 | $276K | Sell |
2,877
-758
| -21% | -$72.7K | ﹤0.01% | 1643 |
|
|
2024
Q3 | $298K | Sell |
3,635
-323
| -8% | -$26.5K | ﹤0.01% | 1545 |
|
|
2024
Q2 | $341K | Buy |
3,958
+255
| +7% | +$22K | ﹤0.01% | 1334 |
|
|
2024
Q1 | $302K | Buy |
3,703
+242
| +7% | +$19.7K | ﹤0.01% | 1329 |
|
|
2023
Q4 | $229K | Sell |
3,461
-967
| -22% | -$64K | ﹤0.01% | 1355 |
|
|
2023
Q3 | $323K | Sell |
4,428
-330
| -7% | -$24.1K | ﹤0.01% | 1132 |
|
|
2023
Q2 | $300K | Sell |
4,758
-82,602
| -95% | -$5.21M | ﹤0.01% | 1106 |
|
|
2023
Q1 | $5.13M | Sell |
87,360
-4,978
| -5% | -$292K | 0.03% | 315 |
|
|
2022
Q4 | $5.69M | Sell |
92,338
-15,297
| -14% | -$943K | 0.04% | 280 |
|
|
2022
Q3 | $7.23M | Sell |
107,635
-3,779
| -3% | -$254K | 0.06% | 232 |
|
|
2022
Q2 | $6.84M | Sell |
111,414
-16,224
| -13% | -$996K | 0.05% | 247 |
|
|
2022
Q1 | $8.61M | Sell |
127,638
-12,526
| -9% | -$845K | 0.06% | 227 |
|
|
2021
Q4 | $6.2M | Buy |
+140,164
| New | +$6.2M | 0.04% | 274 |
|
|
2021
Q2 | $12.4M | Hold |
154,376
| – | – | 0.1% | 179 |
|
|
2021
Q1 | $12.4M | Hold |
154,376
| – | – | 0.1% | 179 |
|
|
2020
Q4 | $12.4M | Hold |
154,376
| – | – | 0.1% | 179 |
|
|
2020
Q3 | $12.4M | Hold |
154,376
| – | – | 0.1% | 179 |
|
|
2020
Q2 | $12.4M | Hold |
154,376
| – | – | 0.1% | 179 |
|
|
2020
Q1 | $12.4M | Hold |
154,376
| – | – | 0.1% | 179 |
|
|
2019
Q4 | $12.4M | Hold |
154,376
| – | – | 0.1% | 179 |
|
|
2019
Q3 | $12.4M | Hold |
154,376
| – | – | 0.1% | 179 |
|
|
2019
Q2 | $12.4M | Hold |
154,376
| – | – | 0.1% | 179 |
|
|
2019
Q1 | $12.4M | Buy |
+154,376
| New | +$12.4M | 0.1% | 179 |
|