Financial Management Professionals’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$474 Hold
2025
Q2
$524 Hold
2025
Q1
$442 Hold
2024
Q4
$480 Hold
2024
Q3
$0 Buy
2024
Q2
$0 Buy
2022
Q4
Sell
2022
Q3
$0 Buy
2021
Q4
Sell
2021
Q3
$2K Sell
2021
Q2
$3K Buy