Private Trust Company’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.4K | Hold |
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|
2025
Q2 | $11.5K | Sell |
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|
2025
Q1 | $11.2K | Hold |
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|
2024
Q4 | $12.2K | Sell |
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|
2024
Q3 | $12.4K | Sell |
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|
2024
Q2 | $15.1K | Sell |
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|
2024
Q1 | $15.1K | Sell |
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|
2023
Q4 | $14.7K | Sell |
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|
2023
Q3 | $21K | Sell |
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|
2023
Q2 | $19.1K | Sell |
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|
2023
Q1 | $21.7K | Sell |
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|
2022
Q4 | $30K | Buy |
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|
2022
Q3 | $33K | Buy |
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|
2022
Q2 | $28K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $0 | Buy |
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