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Crestwood Advisors Group’s HealthEquity HQY Stock Holding History

Crestwood Advisors Group’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 		$1.27M Sell
12,104
-658
-5% -$68.9K 0.02% 252
2025
Q1 		$1.13M Buy
+12,762
New +$1.13M 0.02% 259