Shell Asset 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	$209K	Sell	1,998 -437	-18%	-$45.7K	0.01%	757
2025 Q1	$215K	Sell	2,435 -105	-4%	-$9.27K	0.01%	769
2024 Q4	$244K	Hold	2,540	–	–	0.01%	760
2024 Q3	$208K	Buy	+2,540	New	+$208K	0.01%	815
2024 Q1	$232K	Buy	+2,686	New	+$232K	0.01%	759