MeadowBrook Investment 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 | $324K | Sell |
3,090
-110
| -3% | -$11.5K | 0.29% | 79 |
|
|
2025
Q1 | $283K | Sell |
3,200
-310
| -9% | -$27.4K | 0.26% | 85 |
|
|
2024
Q4 | $337K | Sell |
3,510
-565
| -14% | -$54.2K | 0.3% | 76 |
|
|
2024
Q3 | $334K | Sell |
4,075
-20
| -0.5% | -$1.64K | 0.3% | 78 |
|
|
2024
Q2 | $353K | Buy |
4,095
+5
| +0.1% | +$431 | 0.33% | 68 |
|
|
2024
Q1 | $334K | Sell |
4,090
-320
| -7% | -$26.1K | 0.31% | 74 |
|
|
2023
Q4 | $292K | Buy |
+4,410
| New | +$292K | 0.28% | 81 |
|