Mount Yale Investment Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
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|
2025
Q1 | $301K | Sell |
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|
2024
Q4 | $332K | Sell |
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|
2024
Q3 | $330K | Buy |
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|
2024
Q2 | $346K | Sell |
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|
2024
Q1 | $329K | Sell |
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|
2023
Q4 | $277K | Buy |
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|
2023
Q3 | $303K | Sell |
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|
2023
Q2 | $269K | Sell |
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|
2023
Q1 | $301K | Buy |
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|
2022
Q4 | $282K | Buy |
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|
2022
Q3 | $303K | Buy |
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|
2022
Q2 | $244K | Sell |
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|
2022
Q1 | $294K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $213K | Buy |
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