GDS Wealth Management’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.14M	Buy	87,287 +19,280	+28%	+$2.02M	0.67%	65
2025 Q1	$6.01M	Buy	68,007 +26,876	+65%	+$2.38M	0.51%	63
2024 Q4	$3.95M	Buy	41,131 +12,493	+44%	+$1.2M	0.36%	57
2024 Q3	$2.34M	Buy	+28,638	New	+$2.34M	0.23%	56