GAG
GM Advisory Group’s HealthEquity HQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.77M | Hold |
83,757
| – | – | 0.43% | 46 |
|
|
2025
Q1 | $7.4M | Hold |
83,757
| – | – | 0.4% | 46 |
|
|
2024
Q4 | $8.04M | Sell |
83,757
-5,256
| -6% | -$504K | 0.44% | 45 |
|
|
2024
Q3 | $7.29M | Hold |
89,013
| – | – | 0.44% | 46 |
|
|
2024
Q2 | $7.67M | Sell |
89,013
-39
| -0% | -$3.36K | 0.5% | 41 |
|
|
2024
Q1 | $7.27M | Sell |
89,052
-31,303
| -26% | -$2.56M | 0.51% | 35 |
|
|
2023
Q4 | $7.98M | Buy |
120,355
+90,329
| +301% | +$5.99M | 0.6% | 30 |
|
|
2023
Q3 | $2.19M | Buy |
+30,026
| New | +$2.19M | 0.18% | 51 |
|