Peterson Wealth 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 | $727K | Hold |
6,938
| – | – | 0.2% | 78 |
|
|
2025
Q1 | $613K | Sell |
6,938
-3,569
| -34% | -$315K | 0.19% | 74 |
|
|
2024
Q4 | $1.01M | Buy |
10,507
+509
| +5% | +$48.8K | 0.3% | 65 |
|
|
2024
Q3 | $818K | Buy |
9,998
+942
| +10% | +$77.1K | 0.26% | 75 |
|
|
2024
Q2 | $781K | Buy |
9,056
+832
| +10% | +$71.7K | 0.27% | 72 |
|
|
2024
Q1 | $671K | Buy |
+8,224
| New | +$671K | 0.24% | 77 |
|