Elk River Wealth Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.81M | Sell |
64,959
-822
| -1% | -$86.1K | 1.17% | 27 |
|
|
2025
Q1 | $5.81M | Buy |
65,781
+96
| +0.1% | +$8.48K | 1.09% | 31 |
|
|
2024
Q4 | $6.3M | Sell |
65,685
-496
| -0.7% | -$47.6K | 1.14% | 28 |
|
|
2024
Q3 | $5.42M | Buy |
66,181
+217
| +0.3% | +$17.8K | 0.99% | 32 |
|
|
2024
Q2 | $5.69M | Buy |
65,964
+19,024
| +41% | +$1.64M | 1.11% | 30 |
|
|
2024
Q1 | $3.83M | Buy |
+46,940
| New | +$3.83M | 0.78% | 36 |
|