Private Wealth Management Group’s HealthEquity HQY Stock Holding History

Private Wealth Management Group’s Portfolio HQY Stock Details HQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.93K	Buy
2025 Q2	$3.56K	Hold
2025 Q1	$3K	Hold
2024 Q4	$3.26K	Hold
2024 Q3	$2.78K	Hold
2024 Q2	$2.93K	Buy
2024 Q1	$1.14K	Hold
2023 Q4	$929	Buy