Hennion & Walsh Asset 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 | $370K | Buy |
3,530
+393
| +13% | +$41.2K | 0.01% | 761 |
|
|
2025
Q1 | $277K | Buy |
3,137
+897
| +40% | +$79.3K | 0.01% | 775 |
|
|
2024
Q4 | $215K | Buy |
+2,240
| New | +$215K | 0.01% | 817 |
|
|
2021
Q4 | – | Sell |
-4,081
| Closed | -$264K | – | 761 |
|
|
2021
Q3 | $264K | Sell |
4,081
-57
| -1% | -$3.69K | 0.01% | 652 |
|
|
2021
Q2 | $333K | Sell |
4,138
-3,052
| -42% | -$246K | 0.02% | 593 |
|
|
2021
Q1 | $489K | Buy |
+7,190
| New | +$489K | 0.03% | 500 |
|