Physician Wealth Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.61M | Buy |
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|
2025
Q1 | $4.73M | Buy |
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|
2024
Q4 | $5.14M | Sell |
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|
2024
Q3 | $5.69M | Sell |
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|
2024
Q2 | $5.53M | Hold |
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|
2024
Q1 | $5.45M | Sell |
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|
2023
Q4 | $5.09M | Buy |
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|
2023
Q3 | $5.03M | Buy |
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|
2023
Q2 | $4.06M | Hold |
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|
2023
Q1 | $3.75M | Hold |
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|
2022
Q4 | $3.72M | Hold |
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|
2022
Q3 | $4.44M | Hold |
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|
2022
Q2 | $3.71M | Sell |
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|
2022
Q1 | $4.12M | Hold |
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|
2021
Q4 | $2.96M | Hold |
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|
2021
Q3 | $4.12M | Hold |
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|
2021
Q2 | $4.85M | Hold |
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|
2021
Q1 | $4.36M | Hold |
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|
2020
Q4 | $5.08M | Hold |
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|
2020
Q3 | $3.45M | Sell |
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|
2020
Q2 | $3.53M | Sell |
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|
2020
Q1 | $3.19M | Sell |
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|
2019
Q4 | $6.19M | Hold |
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|
2019
Q3 | $5.42M | Buy |
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