Commonwealth Equity Services’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 | $3.58M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $419K | Buy |
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|
2018
Q2 | $311K | Buy |
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|
2018
Q1 | $226K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $250K | Sell |
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|
2016
Q2 | $586K | Sell |
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|
2016
Q1 | $1.27M | Hold |
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|
2015
Q4 | $1.29M | Buy |
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|
2015
Q3 | $759K | Hold |
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|
2015
Q2 | $824K | Sell |
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|
2015
Q1 | $766K | Buy |
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