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Venturi Wealth Management’s HealthEquity HQY Stock Holding History

Venturi Wealth Management’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$260K Hold
2,485
– – 0.01% 461
2025
Q1 		$220K Hold
2,485
– – 0.01% 522
2024
Q4 		$238K Buy
+2,485
New +$238K 0.01% 500