Prestige Wealth Management Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524 | Hold |
5
| – | – | ﹤0.01% | 927 |
|
|
2025
Q1 | $442 | Hold |
5
| – | – | ﹤0.01% | 942 |
|
|
2024
Q4 | $480 | Hold |
5
| – | – | ﹤0.01% | 969 |
|
|
2024
Q3 | $410 | Hold |
5
| – | – | ﹤0.01% | 988 |
|
|
2024
Q2 | $431 | Hold |
5
| – | – | ﹤0.01% | 937 |
|
|
2024
Q1 | $409 | Sell |
5
-180
| -97% | -$14.7K | ﹤0.01% | 970 |
|
|
2023
Q4 | $12.3K | Hold |
185
| – | – | ﹤0.01% | 412 |
|
|
2023
Q3 | $13.5K | Buy |
185
+5
| +3% | +$365 | ﹤0.01% | 380 |
|
|
2023
Q2 | $11.4K | Hold |
180
| – | – | ﹤0.01% | 439 |
|
|
2023
Q1 | $10.6K | Hold |
180
| – | – | ﹤0.01% | 425 |
|
|
2022
Q4 | $11.1K | Hold |
180
| – | – | ﹤0.01% | 441 |
|
|
2022
Q3 | $12K | Hold |
180
| – | – | ﹤0.01% | 390 |
|
|
2022
Q2 | $11K | Hold |
180
| – | – | ﹤0.01% | 419 |
|
|
2022
Q1 | $12K | Hold |
180
| – | – | ﹤0.01% | 426 |
|
|
2021
Q4 | $8K | Hold |
180
| – | – | ﹤0.01% | 525 |
|
|
2021
Q3 | $12K | Hold |
180
| – | – | ﹤0.01% | 453 |
|
|
2021
Q2 | $14K | Hold |
180
| – | – | ﹤0.01% | 412 |
|
|
2021
Q1 | $12K | Hold |
180
| – | – | ﹤0.01% | 443 |
|
|
2020
Q4 | $13K | Hold |
180
| – | – | ﹤0.01% | 409 |
|
|
2020
Q3 | $9K | Hold |
180
| – | – | ﹤0.01% | 456 |
|
|
2020
Q2 | $11K | Hold |
180
| – | – | ﹤0.01% | 406 |
|
|
2020
Q1 | $9K | Hold |
180
| – | – | ﹤0.01% | 397 |
|
|
2019
Q4 | $13K | Hold |
180
| – | – | 0.01% | 325 |
|
|
2019
Q3 | $10K | Hold |
180
| – | – | 0.01% | 341 |
|
|
2019
Q2 | $12K | Hold |
180
| – | – | 0.01% | 313 |
|
|
2019
Q1 | $13K | Sell |
180
-10
| -5% | -$722 | 0.01% | 318 |
|
|
2018
Q4 | $11K | Buy |
+190
| New | +$11K | 0.01% | 413 |
|