Gradient Investments’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 | $1.79M | Sell |
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|
2025
Q2 | $2.06M | Sell |
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|
2025
Q1 | $1.82M | Sell |
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|
2024
Q4 | $2.21M | Sell |
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|
2024
Q3 | $1.99M | Sell |
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|
2024
Q2 | $4.73M | Buy |
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|
2024
Q1 | $4.38M | Sell |
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|
2023
Q4 | $3.8M | Buy |
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|
2023
Q3 | $3.56M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $0 | Sell |
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|
2021
Q2 | $2K | Sell |
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|
2021
Q1 | $3K | Sell |
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|
2020
Q4 | $783K | Sell |
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|
2020
Q3 | $808K | Sell |
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|
2020
Q2 | $1.51M | Buy |
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|
2020
Q1 | $1.28M | Buy |
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|
2019
Q4 | $1.5M | Buy |
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|
2019
Q3 | $1.07M | Buy |
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|
2019
Q2 | $1.08M | Buy |
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|
2019
Q1 | $671K | Buy |
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