EP Wealth Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Sell |
5,164
-208
| -4% | -$21.8K | ﹤0.01% | 756 |
|
|
2025
Q1 | $475K | Buy |
5,372
+817
| +18% | +$72.2K | ﹤0.01% | 724 |
|
|
2024
Q4 | $437K | Buy |
4,555
+403
| +10% | +$38.7K | ﹤0.01% | 737 |
|
|
2024
Q3 | $340K | Buy |
+4,152
| New | +$340K | ﹤0.01% | 812 |
|
|
2021
Q4 | – | Sell |
-7,982
| Closed | -$517K | – | 553 |
|
|
2021
Q3 | $517K | Buy |
7,982
+3,636
| +84% | +$236K | 0.01% | 325 |
|
|
2021
Q2 | $350K | Buy |
4,346
+126
| +3% | +$10.1K | 0.01% | 409 |
|
|
2021
Q1 | $287K | Buy |
+4,220
| New | +$287K | 0.01% | 410 |
|