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Grant Private Wealth Management’s HealthEquity HQY Stock Holding History

Grant Private Wealth 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 		– Sell
-2,631
Closed -$233K – 94
2025
Q1 		$233K Sell
2,631
-128
-5% -$11.3K 0.25% 109
2024
Q4 		$265K Buy
+2,759
New +$265K 0.29% 94