Wilmington Savings Fund Society’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$135K Hold
1,293
﹤0.01% 930
2025
Q1
$114K Sell
1,293
-533
-29% -$47.1K ﹤0.01% 959
2024
Q4
$175K Sell
1,826
-6
-0.3% -$576 ﹤0.01% 878
2024
Q3
$150K Buy
+1,832
New +$150K ﹤0.01% 898