Private Trust Company’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5K | Sell |
110
-17
| -13% | -$1.78K | ﹤0.01% | 1763 |
|
|
2025
Q1 | $11.2K | Hold |
127
| – | – | ﹤0.01% | 1768 |
|
|
2024
Q4 | $12.2K | Sell |
127
-24
| -16% | -$2.3K | ﹤0.01% | 1687 |
|
|
2024
Q3 | $12.4K | Sell |
151
-24
| -14% | -$1.96K | ﹤0.01% | 1645 |
|
|
2024
Q2 | $15.1K | Sell |
175
-10
| -5% | -$862 | ﹤0.01% | 1541 |
|
|
2024
Q1 | $15.1K | Sell |
185
-37
| -17% | -$3.02K | ﹤0.01% | 1524 |
|
|
2023
Q4 | $14.7K | Sell |
222
-66
| -23% | -$4.38K | ﹤0.01% | 1517 |
|
|
2023
Q3 | $21K | Sell |
288
-15
| -5% | -$1.1K | ﹤0.01% | 1337 |
|
|
2023
Q2 | $19.1K | Sell |
303
-66
| -18% | -$4.17K | ﹤0.01% | 1381 |
|
|
2023
Q1 | $21.7K | Sell |
369
-125
| -25% | -$7.34K | ﹤0.01% | 1313 |
|
|
2022
Q4 | $30K | Buy |
494
+7
| +1% | +$425 | ﹤0.01% | 1143 |
|
|
2022
Q3 | $33K | Buy |
487
+29
| +6% | +$1.97K | 0.01% | 1032 |
|
|
2022
Q2 | $28K | Buy |
+458
| New | +$28K | ﹤0.01% | 1124 |
|
|
2014
Q4 | – | Sell |
-10
| Closed | – | – | 680 |
|
|
2014
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1968 |
|