Pinnacle Wealth Planning Services’s HealthEquity HQY Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio HQY Stock Details HQY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$41.6K	Buy
2024 Q3	–	Sell
2024 Q2	$256K	Sell
2024 Q1	$264K	Buy
2021 Q1	–	Sell
2020 Q4	$61K	Buy