EverSource Wealth Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Buy |
|
|||||
|
2025
Q1 | $13.7K | Buy |
|
|||||
|
2024
Q4 | $13.3K | Buy |
|
|||||
|
2024
Q3 | $4.83K | Buy |
|
|||||
|
2024
Q2 | $4.47K | Buy |
|
|||||
|
2024
Q1 | $1.26K | Sell |
|
|||||
|
2023
Q4 | $3.05K | Buy |
|
|||||
|
2023
Q3 | $731 | Hold |
|
|||||
|
2023
Q2 | $631 | Sell |
|
|||||
|
2023
Q1 | $6.63K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $1K | Buy |
|