Ethic Inc’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$721K Buy
6,870
+1,826
+36% +$192K 0.01% 712
2025
Q1
$439K Buy
5,044
+1,490
+42% +$130K 0.01% 831
2024
Q4
$341K Buy
+3,554
New +$341K 0.01% 902