NewEdge 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 | $1.22M | Sell |
|
|||||
|
2025
Q1 | $1.12M | Sell |
|
|||||
|
2024
Q4 | $1.25M | Buy |
|
|||||
|
2024
Q3 | $1.03M | Buy |
|
|||||
|
2024
Q2 | $970K | Sell |
|
|||||
|
2024
Q1 | $1.17M | Sell |
|
|||||
|
2023
Q4 | $1.08M | Buy |
|
|||||
|
2023
Q3 | $841K | Sell |
|
|||||
|
2023
Q2 | $840K | Buy |
|
|||||
|
2023
Q1 | $761K | Sell |
|
|||||
|
2022
Q4 | $132K | Buy |
|
|||||
|
2022
Q3 | $841K | Buy |
|