Fairman Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15
| Closed | -$1.44K | – | 296 |
|
|
2024
Q4 | $1.44K | Sell |
15
-15
| -50% | -$1.44K | ﹤0.01% | 241 |
|
|
2024
Q3 | $2.46K | Hold |
30
| – | – | ﹤0.01% | 251 |
|
|
2024
Q2 | $2.59K | Hold |
30
| – | – | ﹤0.01% | 245 |
|
|
2024
Q1 | $2.45K | Hold |
30
| – | – | ﹤0.01% | 245 |
|
|
2023
Q4 | $1.99K | Buy |
+30
| New | +$1.99K | ﹤0.01% | 262 |
|