Inspirion Wealth Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.81M | Hold |
65,000
| – | – | 0.9% | 20 |
|
|
2025
Q1 | $5.74M | Sell |
65,000
-10,005
| -13% | -$884K | 0.8% | 20 |
|
|
2024
Q4 | $7.4M | Hold |
75,005
| – | – | 1.03% | 19 |
|
|
2024
Q3 | $6.14M | Hold |
75,005
| – | – | 0.86% | 19 |
|
|
2024
Q2 | $6.47M | Hold |
75,005
| – | – | 0.99% | 18 |
|
|
2024
Q1 | $6.12M | Sell |
75,005
-10,000
| -12% | -$816K | 1.01% | 18 |
|
|
2023
Q4 | $5.62M | Buy |
85,005
+5
| +0% | +$331 | 1.01% | 19 |
|
|
2023
Q3 | $6.21M | Hold |
85,000
| – | – | 1.21% | 18 |
|
|
2023
Q2 | $5.37M | Hold |
85,000
| – | – | 1.03% | 19 |
|
|
2023
Q1 | $4.99M | Hold |
85,000
| – | – | 1% | 19 |
|
|
2022
Q4 | $5.24M | Sell |
85,000
-6,485
| -7% | -$400K | 1.11% | 20 |
|
|
2022
Q3 | $6.15M | Hold |
91,485
| – | – | 1.39% | 18 |
|
|
2022
Q2 | $5.62M | Hold |
91,485
| – | – | 1.23% | 20 |
|
|
2022
Q1 | $6.17M | Hold |
91,485
| – | – | 1.26% | 19 |
|
|
2021
Q4 | $4.05M | Hold |
91,485
| – | – | 0.85% | 21 |
|
|
2021
Q3 | $5.93M | Hold |
91,485
| – | – | 1.36% | 17 |
|
|
2021
Q2 | $7.36M | Buy |
91,485
+67,485
| +281% | +$5.43M | 1.81% | 12 |
|
|
2021
Q1 | $1.63M | Sell |
24,000
-24,000
| -50% | -$1.63M | 0.43% | 26 |
|
|
2020
Q4 | $3.35M | Sell |
48,000
-12,000
| -20% | -$837K | 0.94% | 19 |
|
|
2020
Q3 | $3.08M | Hold |
60,000
| – | – | 1.06% | 17 |
|
|
2020
Q2 | $3.52M | Sell |
60,000
-10,000
| -14% | -$587K | 1.38% | 15 |
|
|
2020
Q1 | $3.54M | Hold |
70,000
| – | – | 1.75% | 14 |
|
|
2019
Q4 | $5.19M | Hold |
70,000
| – | – | 1.75% | 13 |
|
|
2019
Q3 | $4M | Hold |
70,000
| – | – | 1.75% | 13 |
|
|
2019
Q2 | $4.58M | Sell |
70,000
-16,700
| -19% | -$1.09M | 1.98% | 11 |
|
|
2019
Q1 | $6.41M | Hold |
86,700
| – | – | 2.84% | 11 |
|
|
2018
Q4 | $5.17M | Sell |
86,700
-13,300
| -13% | -$793K | 2.58% | 11 |
|
|
2018
Q3 | $9.44M | Buy |
+100,000
| New | +$9.44M | 4% | 10 |
|