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Forum Financial Management’s HealthEquity HQY Stock Holding History

Forum Financial Management’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$241K Buy
2,296
+5
+0.2% +$524 ﹤0.01% 794
2025
Q1 		$202K Buy
2,291
+59
+3% +$5.21K ﹤0.01% 812
2024
Q4 		$214K Buy
+2,232
New +$214K ﹤0.01% 813