Pathstone Holdings’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
28,962
+2,300
| +9% | +$241K | 0.01% | 762 |
|
|
2025
Q1 | $2.36M | Buy |
26,662
+8,279
| +45% | +$732K | 0.01% | 889 |
|
|
2024
Q4 | $1.76M | Buy |
18,383
+1,605
| +10% | +$154K | 0.01% | 1047 |
|
|
2024
Q3 | $1.37M | Sell |
16,778
-5,460
| -25% | -$447K | 0.01% | 1195 |
|
|
2024
Q2 | $1.92M | Buy |
22,238
+14,351
| +182% | +$1.24M | 0.01% | 939 |
|
|
2024
Q1 | $644K | Buy |
7,887
+873
| +12% | +$71.3K | ﹤0.01% | 1548 |
|
|
2023
Q4 | $465K | Buy |
+7,014
| New | +$465K | ﹤0.01% | 1549 |
|