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Whipplewood Advisors’s HealthEquity HQY Stock Holding History

Whipplewood Advisors’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 		$1.57K Sell
15
-759
-98% -$79.5K ﹤0.01% 926
2025
Q1 		$1.33K Buy
774
+759
+5,060% +$1.3K ﹤0.01% 968
2024
Q4 		$1.44K Buy
+15
New +$1.44K ﹤0.01% 941