Diversify Wealth Management’s HealthEquity HQY Stock Holding History

Diversify Wealth Management’s Portfolio HQY Stock Details HQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.42M	Buy
2025 Q1	$7.81M	Sell
2024 Q4	$9.26M	Sell
2024 Q3	$8.1M	Sell
2024 Q2	$6.45M	Buy