Nicolet Advisory 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 | $206K | Sell |
2,267
-571
| -20% | -$52K | 0.02% | 389 |
|
|
2025
Q1 | $227K | Sell |
2,838
-38
| -1% | -$3.04K | 0.02% | 339 |
|
|
2024
Q4 | $289K | Sell |
2,876
-1,342
| -32% | -$135K | 0.03% | 300 |
|
|
2024
Q3 | $330K | Buy |
4,218
+233
| +6% | +$18.2K | 0.03% | 272 |
|
|
2024
Q2 | $315K | Buy |
3,985
+581
| +17% | +$45.9K | 0.03% | 266 |
|
|
2024
Q1 | $268K | Buy |
+3,404
| New | +$268K | 0.03% | 289 |
|