Private Advisor Group’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 | $202K | Sell |
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|
2025
Q1 | $268K | Buy |
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|
2024
Q4 | $203K | Sell |
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|
2024
Q3 | $208K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $361K | Sell |
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|
2020
Q3 | $312K | Sell |
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|
2020
Q2 | $363K | Sell |
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|
2020
Q1 | $315K | Buy |
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|
2019
Q4 | $447K | Hold |
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|
2019
Q3 | $345K | Sell |
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|
2019
Q2 | $473K | Buy |
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|
2019
Q1 | $499K | Buy |
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|
2018
Q4 | $269K | Sell |
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|
2018
Q3 | $513K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $230K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $241K | Buy |
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