Pathstone Family Office’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$230K Buy
2022
Q4
Sell
2022
Q3
$455K Buy
2021
Q4
Sell
2021
Q3
$345K Buy
2021
Q2
$281K Buy
2019
Q2
Sell
2019
Q1
$3K Buy