PWA
Physician Wealth Advisors’s HealthEquity HQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.61M | Buy |
53,563
+7
| +0% | +$733 | 0.88% | 28 |
|
|
2025
Q1 | $4.73M | Buy |
53,556
+7
| +0% | +$619 | 0.81% | 31 |
|
|
2024
Q4 | $5.14M | Sell |
53,549
-14,296
| -21% | -$1.37M | 0.87% | 28 |
|
|
2024
Q3 | $5.69M | Sell |
67,845
-8
| -0% | -$671 | 1.03% | 25 |
|
|
2024
Q2 | $5.53M | Hold |
67,853
| – | – | 1.02% | 26 |
|
|
2024
Q1 | $5.45M | Sell |
67,853
-21
| -0% | -$1.69K | 1.15% | 23 |
|
|
2023
Q4 | $5.09M | Buy |
67,874
+29
| +0% | +$2.17K | 1.14% | 23 |
|
|
2023
Q3 | $5.03M | Buy |
67,845
+2,816
| +4% | +$209K | 1.3% | 19 |
|
|
2023
Q2 | $4.06M | Hold |
65,029
| – | – | 1.01% | 26 |
|
|
2023
Q1 | $3.75M | Hold |
65,029
| – | – | 0.99% | 27 |
|
|
2022
Q4 | $3.72M | Hold |
65,029
| – | – | 1% | 27 |
|
|
2022
Q3 | $4.44M | Hold |
65,029
| – | – | 1.36% | 17 |
|
|
2022
Q2 | $3.71M | Sell |
65,029
-159
| -0.2% | -$9.07K | 1.07% | 22 |
|
|
2022
Q1 | $4.12M | Hold |
65,188
| – | – | 1.09% | 21 |
|
|
2021
Q4 | $2.96M | Hold |
65,188
| – | – | 0.78% | 28 |
|
|
2021
Q3 | $4.12M | Hold |
65,188
| – | – | 1.13% | 24 |
|
|
2021
Q2 | $4.85M | Hold |
65,188
| – | – | 1.39% | 18 |
|
|
2021
Q1 | $4.36M | Hold |
65,188
| – | – | 1.42% | 19 |
|
|
2020
Q4 | $5.08M | Hold |
65,188
| – | – | 1.73% | 14 |
|
|
2020
Q3 | $3.45M | Sell |
65,188
-100
| -0.2% | -$5.3K | 1.39% | 19 |
|
|
2020
Q2 | $3.53M | Sell |
65,288
-21
| -0% | -$1.13K | 1.42% | 18 |
|
|
2020
Q1 | $3.19M | Sell |
65,309
-19,820
| -23% | -$967K | 1.59% | 19 |
|
|
2019
Q4 | $6.19M | Hold |
85,129
| – | – | 2.75% | 7 |
|
|
2019
Q3 | $5.42M | Buy |
+85,129
| New | +$5.42M | 2.65% | 7 |
|