DWM
Diversify Wealth Management’s HealthEquity HQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.42M | Buy |
90,523
+169
| +0.2% | +$15.7K | 0.52% | 37 |
|
|
2025
Q1 | $7.81M | Sell |
90,354
-1,968
| -2% | -$170K | 0.58% | 32 |
|
|
2024
Q4 | $9.26M | Sell |
92,322
-95
| -0.1% | -$9.53K | 0.72% | 25 |
|
|
2024
Q3 | $8.1M | Sell |
92,417
-2,505
| -3% | -$219K | 0.78% | 26 |
|
|
2024
Q2 | $6.45M | Buy |
+94,922
| New | +$6.45M | 0.8% | 26 |
|