Golden State 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
$419 Hold
4
﹤0.01% 1503
2025
Q1
$353 Hold
4
﹤0.01% 1526
2024
Q4
$384 Buy
+4
New +$384 ﹤0.01% 1441