MAI Capital 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
$38.6K Buy
368
+15
+4% +$1.57K ﹤0.01% 1891
2025
Q1
$31.2K Buy
353
+3
+0.9% +$265 ﹤0.01% 1868
2024
Q4
$33.6K Buy
+350
New +$33.6K ﹤0.01% 1856