Wealth Enhancement Advisory Services
HQY icon

Wealth Enhancement Advisory Services’s HealthEquity HQY Stock Holding History

Wealth Enhancement Advisory Services’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 		$602K Sell
5,893
-487
-8% -$49.8K ﹤0.01% 2079
2025
Q1 		$564K Buy
6,380
+1,265
+25% +$112K ﹤0.01% 1962
2024
Q4 		$491K Buy
5,115
+1,466
+40% +$141K ﹤0.01% 1987
2024
Q3 		$299K Buy
3,649
+578
+19% +$47.3K ﹤0.01% 2165
2024
Q2 		$265K Buy
+3,071
New +$265K ﹤0.01% 2066