Mather Group’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$22.3K Buy
2025
Q2
Sell
2025
Q1
$21.7K Buy
2024
Q4
$20.7K Buy
2024
Q3
$9.09K Sell
2024
Q2
$14.6K Sell
2024
Q1
$14.7K Buy