Summit Trail Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
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|
2025
Q1 | $321K | Buy |
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|
2024
Q4 | $300K | Sell |
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|
2024
Q3 | $328K | Buy |
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|
2024
Q2 | $344K | Buy |
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|
2024
Q1 | $275K | Hold |
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|
2023
Q4 | $223K | Buy |
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|
2023
Q3 | $237K | Buy |
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|
2023
Q2 | $205K | Sell |
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|
2023
Q1 | $201K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $226K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1K | Buy |
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