MML Investors Services’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
3,998
+415
| +12% | +$43.5K | ﹤0.01% | 2206 |
|
|
2025
Q1 | $317K | Buy |
3,583
+918
| +34% | +$81.2K | ﹤0.01% | 2279 |
|
|
2024
Q4 | $256K | Buy |
2,665
+97
| +4% | +$9.32K | ﹤0.01% | 2360 |
|
|
2024
Q3 | $210K | Sell |
2,568
-24
| -0.9% | -$1.96K | ﹤0.01% | 2416 |
|
|
2024
Q2 | $223K | Buy |
+2,592
| New | +$223K | ﹤0.01% | 2286 |
|