Parallel Advisors’s HealthEquity HQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Buy |
1,447
+265
| +22% | +$27.8K | ﹤0.01% | 1145 |
|
|
2025
Q1 | $104K | Buy |
1,182
+28
| +2% | +$2.47K | ﹤0.01% | 1253 |
|
|
2024
Q4 | $111K | Buy |
1,154
+2
| +0.2% | +$192 | ﹤0.01% | 1208 |
|
|
2024
Q3 | $94.3K | Sell |
1,152
-258
| -18% | -$21.1K | ﹤0.01% | 1283 |
|
|
2024
Q2 | $122K | Buy |
1,410
+616
| +78% | +$53.1K | ﹤0.01% | 1086 |
|
|
2024
Q1 | $64.8K | Buy |
794
+115
| +17% | +$9.39K | ﹤0.01% | 1376 |
|
|
2023
Q4 | $45K | Buy |
679
+488
| +255% | +$32.4K | ﹤0.01% | 1475 |
|
|
2023
Q3 | $14K | Buy |
191
+67
| +54% | +$4.9K | ﹤0.01% | 2035 |
|
|
2023
Q2 | $7.83K | Sell |
124
-17
| -12% | -$1.07K | ﹤0.01% | 2270 |
|
|
2023
Q1 | $8.28K | Sell |
141
-23
| -14% | -$1.35K | ﹤0.01% | 2214 |
|
|
2022
Q4 | $10.1K | Buy |
164
+8
| +5% | +$493 | ﹤0.01% | 2018 |
|
|
2022
Q3 | $10K | Sell |
156
-28
| -15% | -$1.8K | ﹤0.01% | 1974 |
|
|
2022
Q2 | $11K | Buy |
184
+65
| +55% | +$3.89K | ﹤0.01% | 1913 |
|
|
2022
Q1 | $8K | Buy |
119
+33
| +38% | +$2.22K | ﹤0.01% | 2103 |
|
|
2021
Q4 | $4K | Buy |
86
+17
| +25% | +$791 | ﹤0.01% | 2473 |
|
|
2021
Q3 | $4K | Buy |
69
+62
| +886% | +$3.59K | ﹤0.01% | 2434 |
|
|
2021
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 2723 |
|
|
2020
Q4 | – | Sell |
-93
| Closed | -$5K | – | 2605 |
|
|
2020
Q3 | $5K | Sell |
93
-94
| -50% | -$5.05K | ﹤0.01% | 1993 |
|
|
2020
Q2 | $10K | Hold |
187
| – | – | ﹤0.01% | 1714 |
|
|
2020
Q1 | $9K | Buy |
+187
| New | +$9K | ﹤0.01% | 1645 |
|
|
2019
Q2 | – | Sell |
-159
| Closed | -$12K | – | 2350 |
|
|
2019
Q1 | $12K | Buy |
+159
| New | +$12K | ﹤0.01% | 1440 |
|