Private 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 | $3.56K | Hold |
34
| – | – | ﹤0.01% | 892 |
|
|
2025
Q1 | $3.01K | Hold |
34
| – | – | ﹤0.01% | 922 |
|
|
2024
Q4 | $3.26K | Hold |
34
| – | – | ﹤0.01% | 913 |
|
|
2024
Q3 | $2.78K | Hold |
34
| – | – | ﹤0.01% | 952 |
|
|
2024
Q2 | $2.93K | Buy |
34
+20
| +143% | +$1.72K | ﹤0.01% | 919 |
|
|
2024
Q1 | $1.14K | Hold |
14
| – | – | ﹤0.01% | 1210 |
|
|
2023
Q4 | $929 | Buy |
+14
| New | +$929 | ﹤0.01% | 1311 |
|