Harbor Investment Advisory’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 | $67.1K | Sell |
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|
2025
Q2 | $97.1K | Hold |
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|
2025
Q1 | $81.9K | Hold |
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|
2024
Q4 | $88.9K | Hold |
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|
2024
Q3 | $75.9K | Hold |
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|
2024
Q2 | $79.9K | Sell |
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|
2024
Q1 | $95.3K | Hold |
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|
2023
Q4 | $77.4K | Hold |
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|
2023
Q3 | $85.2K | Hold |
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|
2023
Q2 | $73.7K | Hold |
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|
2023
Q1 | $68.5K | Hold |
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|
2022
Q4 | $71.9K | Sell |
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|
2022
Q3 | $92K | Hold |
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|
2022
Q2 | $84K | Sell |
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|
2022
Q1 | $108K | Buy |
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|
2021
Q4 | $67K | Sell |
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|
2021
Q3 | $124K | Buy |
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|
2021
Q2 | $48K | Buy |
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|
2021
Q1 | $14K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $26K | Sell |
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|
2020
Q2 | $151K | Sell |
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|
2020
Q1 | $133K | Hold |
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|
2019
Q4 | $194K | Buy |
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