NewEdge 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 | $1.22M | Sell |
11,681
-941
| -7% | -$98.6K | 0.01% | 1180 |
|
|
2025
Q1 | $1.12M | Sell |
12,622
-361
| -3% | -$31.9K | 0.01% | 1124 |
|
|
2024
Q4 | $1.25M | Buy |
12,983
+384
| +3% | +$36.8K | 0.01% | 1054 |
|
|
2024
Q3 | $1.03M | Buy |
12,599
+1,347
| +12% | +$110K | 0.01% | 1091 |
|
|
2024
Q2 | $970K | Sell |
11,252
-3,076
| -21% | -$265K | 0.01% | 1085 |
|
|
2024
Q1 | $1.17M | Sell |
14,328
-1,202
| -8% | -$98.1K | 0.01% | 927 |
|
|
2023
Q4 | $1.08M | Buy |
15,530
+4,024
| +35% | +$279K | 0.01% | 898 |
|
|
2023
Q3 | $841K | Sell |
11,506
-1,792
| -13% | -$131K | 0.01% | 939 |
|
|
2023
Q2 | $840K | Buy |
13,298
+332
| +3% | +$21K | 0.01% | 951 |
|
|
2023
Q1 | $761K | Sell |
12,966
-1,543
| -11% | -$90.6K | 0.01% | 910 |
|
|
2022
Q4 | $132K | Buy |
14,509
+1,985
| +16% | +$18.1K | ﹤0.01% | 1334 |
|
|
2022
Q3 | $841K | Buy |
+12,524
| New | +$841K | 0.01% | 717 |
|