Washington Trust Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.74K | Hold |
93
| – | – | ﹤0.01% | 479 |
|
|
2025
Q1 | $8.22K | Hold |
93
| – | – | ﹤0.01% | 492 |
|
|
2024
Q4 | $8.92K | Sell |
93
-50
| -35% | -$4.8K | ﹤0.01% | 491 |
|
|
2024
Q3 | $11.7K | Hold |
143
| – | – | ﹤0.01% | 460 |
|
|
2024
Q2 | $12.3K | Hold |
143
| – | – | ﹤0.01% | 443 |
|
|
2024
Q1 | $11.7K | Hold |
143
| – | – | ﹤0.01% | 457 |
|
|
2023
Q4 | $9.48K | Hold |
143
| – | – | ﹤0.01% | 484 |
|
|
2023
Q3 | $10.4K | Hold |
143
| – | – | ﹤0.01% | 455 |
|
|
2023
Q2 | $9.03K | Hold |
143
| – | – | ﹤0.01% | 475 |
|
|
2023
Q1 | $8.4K | Hold |
143
| – | – | ﹤0.01% | 526 |
|
|
2022
Q4 | $8.82K | Buy |
143
+17
| +13% | +$1.05K | ﹤0.01% | 517 |
|
|
2022
Q3 | $8K | Hold |
126
| – | – | ﹤0.01% | 635 |
|
|
2022
Q2 | $8K | Hold |
126
| – | – | ﹤0.01% | 663 |
|
|
2022
Q1 | $8K | Hold |
126
| – | – | ﹤0.01% | 737 |
|
|
2021
Q4 | $6K | Buy |
+126
| New | +$6K | ﹤0.01% | 819 |
|