A detailed history of Belpointe Asset Management LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Belpointe Asset Management LLC holds 6,736 shares of HQY stock, worth $637,090. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,736
Previous 8,550 21.22%
Holding current value
$637,090
Previous $755,000 6.62%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025

SELL
$76.77 - $113.06 $139,260 - $205,090
-1,814 Reduced 21.22%
6,736 $705,000
Q1 2025

May 20, 2025

BUY
$84.32 - $114.51 $720,935 - $979,060
8,550 New
8,550 $755,000
Q1 2024

May 08, 2024

BUY
$66.17 - $83.53 $279,568 - $352,914
4,225 New
4,225 $344,000
Q1 2023

May 15, 2023

BUY
$52.44 - $67.41 $38,910 - $50,018
742 Added 229.01%
1,066 $62,000
Q4 2022

Feb 08, 2023

BUY
$57.65 - $78.5 $18,678 - $25,434
324 New
324 $19,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $7.99B
  • Description
  • HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness ...
More about HQY
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