DiNuzzo Private Wealth’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36K | Hold |
13
| – | – | ﹤0.01% | 758 |
|
|
2025
Q1 | $1.15K | Hold |
13
| – | – | ﹤0.01% | 772 |
|
|
2024
Q4 | $1.25K | Hold |
13
| – | – | ﹤0.01% | 763 |
|
|
2024
Q3 | $1.07K | Hold |
13
| – | – | ﹤0.01% | 829 |
|
|
2024
Q2 | $1.12K | Buy |
13
+2
| +18% | +$172 | ﹤0.01% | 747 |
|
|
2024
Q1 | $898 | Hold |
11
| – | – | ﹤0.01% | 776 |
|
|
2023
Q4 | $730 | Buy |
+11
| New | +$730 | ﹤0.01% | 829 |
|