Carson Wealth (CWM LLC)’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 | $609K | Buy |
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|
2025
Q2 | $340K | Sell |
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|
2025
Q1 | $290K | Buy |
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|
2024
Q4 | $276K | Sell |
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|
2024
Q3 | $298K | Sell |
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|
2024
Q2 | $341K | Buy |
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|
2024
Q1 | $302K | Buy |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $323K | Sell |
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|
2023
Q2 | $300K | Sell |
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|
2023
Q1 | $5.13M | Sell |
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|
2022
Q4 | $5.69M | Sell |
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|
2022
Q3 | $7.23M | Sell |
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|
2022
Q2 | $6.84M | Sell |
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|
2022
Q1 | $8.61M | Sell |
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|
2021
Q4 | $6.2M | Buy |
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|
2021
Q2 | $12.4M | Hold |
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|
2021
Q1 | $12.4M | Hold |
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|
2020
Q4 | $12.4M | Hold |
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|
2020
Q3 | $12.4M | Hold |
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|
2020
Q2 | $12.4M | Hold |
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|
2020
Q1 | $12.4M | Hold |
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|
2019
Q4 | $12.4M | Hold |
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|
2019
Q3 | $12.4M | Hold |
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|
2019
Q2 | $12.4M | Hold |
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|
2019
Q1 | $12.4M | Buy |
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