Financial Management Professionals’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524 | Hold |
5
| – | – | ﹤0.01% | 909 |
|
|
2025
Q1 | $442 | Hold |
5
| – | – | ﹤0.01% | 901 |
|
|
2024
Q4 | $480 | Hold |
5
| – | – | ﹤0.01% | 894 |
|
|
2024
Q3 | $0 | Buy |
5
+2
| +67% | – | ﹤0.01% | 979 |
|
|
2024
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 957 |
|
|
2022
Q4 | – | Sell |
-4
| Closed | – | – | 988 |
|
|
2022
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1001 |
|
|
2021
Q4 | – | Sell |
-28
| Closed | -$2K | – | 1012 |
|
|
2021
Q3 | $2K | Sell |
28
-5
| -15% | -$357 | ﹤0.01% | 719 |
|
|
2021
Q2 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 605 |
|