CWM
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Congress Wealth Management’s HealthEquity HQY Stock Holding History

Congress Wealth Management’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$535K Buy
5,107
+1,834
+56% +$192K 0.01% 903
2025
Q1 		$289K Buy
+3,273
New +$289K ﹤0.01% 945