Sheets Smith 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
Q2 | $882K | Buy |
8,419
+157
| +2% | +$16.4K | 0.1% | 187 |
|
|
2025
Q1 | $730K | Buy |
8,262
+297
| +4% | +$26.2K | 0.09% | 198 |
|
|
2024
Q4 | $764K | Buy |
7,965
+273
| +4% | +$26.2K | 0.09% | 189 |
|
|
2024
Q3 | $630K | Sell |
7,692
-75
| -1% | -$6.14K | 0.08% | 214 |
|
|
2024
Q2 | $670K | Buy |
7,767
+1
| +0% | +$86 | 0.08% | 198 |
|
|
2024
Q1 | $634K | Buy |
7,766
+15
| +0.2% | +$1.22K | 0.07% | 209 |
|
|
2023
Q4 | $514K | Sell |
7,751
-170
| -2% | -$11.3K | 0.07% | 209 |
|
|
2023
Q3 | $579K | Buy |
7,921
+191
| +2% | +$14K | 0.09% | 183 |
|
|
2023
Q2 | $488K | Hold |
7,730
| – | – | 0.07% | 209 |
|
|
2023
Q1 | $454K | Hold |
7,730
| – | – | 0.07% | 211 |
|
|
2022
Q4 | $476K | Hold |
7,730
| – | – | 0.07% | 199 |
|
|
2022
Q3 | $519K | Hold |
7,730
| – | – | 0.09% | 182 |
|
|
2022
Q2 | $475K | Hold |
7,730
| – | – | 0.08% | 188 |
|
|
2022
Q1 | $521K | Hold |
7,730
| – | – | 0.07% | 211 |
|
|
2021
Q4 | $342K | Buy |
7,730
+2,695
| +54% | +$119K | 0.04% | 291 |
|
|
2021
Q3 | $326K | Hold |
5,035
| – | – | 0.04% | 288 |
|
|
2021
Q2 | $405K | Hold |
5,035
| – | – | 0.05% | 255 |
|
|
2021
Q1 | $342K | Hold |
5,035
| – | – | 0.05% | 257 |
|
|
2020
Q4 | $351K | Buy |
5,035
+55
| +1% | +$3.83K | 0.05% | 258 |
|
|
2020
Q3 | $256K | Hold |
4,980
| – | – | 0.04% | 253 |
|
|
2020
Q2 | $292K | Hold |
4,980
| – | – | 0.06% | 204 |
|
|
2020
Q1 | $252K | Buy |
4,980
+294
| +6% | +$14.9K | 0.05% | 225 |
|
|
2019
Q4 | $347K | Sell |
4,686
-200
| -4% | -$14.8K | 0.07% | 248 |
|
|
2019
Q3 | $279K | Buy |
+4,886
| New | +$279K | 0.06% | 257 |
|
|
2018
Q4 | – | Sell |
-6,493
| Closed | -$613K | – | 296 |
|
|
2018
Q3 | $613K | Sell |
6,493
-706
| -10% | -$66.7K | 0.13% | 184 |
|
|
2018
Q2 | $541K | Buy |
+7,199
| New | +$541K | 0.13% | 174 |
|