Coppell Advisory Solutions’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$22.5K Hold
2024
Q3
$18.5K Hold
2024
Q2
$20K Buy
2023
Q4
$13.9K Buy
2023
Q3
Sell
2023
Q2
$47.7K Buy