Mount Yale 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 | $373K | Buy |
3,562
+152
| +4% | +$15.9K | 0.03% | 410 |
|
|
2025
Q1 | $301K | Sell |
3,410
-47
| -1% | -$4.15K | 0.03% | 435 |
|
|
2024
Q4 | $332K | Sell |
3,457
-570
| -14% | -$54.7K | 0.03% | 417 |
|
|
2024
Q3 | $330K | Buy |
4,027
+14
| +0.3% | +$1.15K | 0.03% | 410 |
|
|
2024
Q2 | $346K | Sell |
4,013
-20
| -0.5% | -$1.72K | 0.03% | 405 |
|
|
2024
Q1 | $329K | Sell |
4,033
-152
| -4% | -$12.4K | 0.03% | 427 |
|
|
2023
Q4 | $277K | Buy |
4,185
+38
| +0.9% | +$2.52K | 0.03% | 430 |
|
|
2023
Q3 | $303K | Sell |
4,147
-115
| -3% | -$8.4K | 0.03% | 390 |
|
|
2023
Q2 | $269K | Sell |
4,262
-863
| -17% | -$54.5K | 0.03% | 414 |
|
|
2023
Q1 | $301K | Buy |
5,125
+549
| +12% | +$32.2K | 0.03% | 376 |
|
|
2022
Q4 | $282K | Buy |
4,576
+68
| +2% | +$4.19K | 0.03% | 365 |
|
|
2022
Q3 | $303K | Buy |
4,508
+528
| +13% | +$35.5K | 0.04% | 341 |
|
|
2022
Q2 | $244K | Sell |
3,980
-376
| -9% | -$23.1K | 0.03% | 406 |
|
|
2022
Q1 | $294K | Buy |
+4,356
| New | +$294K | 0.03% | 371 |
|
|
2021
Q4 | – | Sell |
-3,288
| Closed | -$213K | – | 468 |
|
|
2021
Q3 | $213K | Buy |
+3,288
| New | +$213K | 0.02% | 433 |
|