Johnson Financial Group Inc (Wisconsin)’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-485
Closed -$42.9K 796
2025
Q1
$42.9K Buy
485
+420
+646% +$37.1K ﹤0.01% 637
2024
Q4
$7.18K Sell
65
-45
-41% -$4.97K ﹤0.01% 676
2024
Q3
$9K Buy
+110
New +$9K ﹤0.01% 696