Sheets Smith Wealth Management’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 | $808K | Buy |
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|
2025
Q2 | $882K | Buy |
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|
2025
Q1 | $730K | Buy |
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|
2024
Q4 | $764K | Buy |
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|
2024
Q3 | $630K | Sell |
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|
2024
Q2 | $670K | Buy |
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|
2024
Q1 | $634K | Buy |
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|
2023
Q4 | $514K | Sell |
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|
2023
Q3 | $579K | Buy |
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|
2023
Q2 | $488K | Hold |
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|
2023
Q1 | $454K | Hold |
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|
2022
Q4 | $476K | Hold |
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|
2022
Q3 | $519K | Hold |
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|
2022
Q2 | $475K | Hold |
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|
2022
Q1 | $521K | Hold |
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|
2021
Q4 | $342K | Buy |
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|
2021
Q3 | $326K | Hold |
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|
2021
Q2 | $405K | Hold |
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|
2021
Q1 | $342K | Hold |
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|
2020
Q4 | $351K | Buy |
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|
2020
Q3 | $256K | Hold |
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|
2020
Q2 | $292K | Hold |
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|
2020
Q1 | $252K | Buy |
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|
2019
Q4 | $347K | Sell |
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|
2019
Q3 | $279K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $613K | Sell |
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|
2018
Q2 | $541K | Buy |
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