Sendero Wealth Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,600
| Closed | -$729K | – | 189 |
|
|
2024
Q4 | $729K | Hold |
7,600
| – | – | 0.11% | 106 |
|
|
2024
Q3 | $622K | Hold |
7,600
| – | – | 0.1% | 111 |
|
|
2024
Q2 | $655K | Hold |
7,600
| – | – | 0.11% | 105 |
|
|
2024
Q1 | $620K | Hold |
7,600
| – | – | 0.11% | 110 |
|
|
2023
Q4 | $504K | Hold |
7,600
| – | – | 0.1% | 115 |
|
|
2023
Q3 | $555K | Hold |
7,600
| – | – | 0.12% | 105 |
|
|
2023
Q2 | $480K | Buy |
+7,600
| New | +$480K | 0.1% | 112 |
|