HWM
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HB Wealth Management’s HealthEquity HQY Stock Holding History

HB 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 		$298K Sell
2,844
-404
-12% -$42.3K ﹤0.01% 922
2025
Q1 		$287K Buy
3,248
+531
+20% +$46.9K ﹤0.01% 970
2024
Q4 		$261K Buy
+2,717
New +$261K ﹤0.01% 855