PWA
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Principia Wealth Advisory’s HealthEquity HQY Stock Holding History

Principia Wealth Advisory’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$105 Hold
1
– – ﹤0.01% 909
2025
Q1 		$83 Sell
1
-1
-50% -$83 ﹤0.01% 812
2024
Q4 		$192 Buy
+2
New +$192 ﹤0.01% 737