A detailed history of Clearstead Advisors, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 276 shares of HQY stock, worth $27,318. This represents 0.0% of its overall portfolio holdings.

Number of Shares
276
Previous 372 25.81%
Holding current value
$27,318
Previous $32,000 31.25%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$67.98 - $86.62 $6,526 - $8,315
-96 Reduced 25.81%
276 $22,000
Q2 2024

Aug 09, 2024

BUY
$75.85 - $86.94 $28,216 - $32,341
372 New
372 $32,000
Q2 2022

Aug 12, 2022

SELL
$54.14 - $71.62 $3,248 - $4,297
-60 Reduced 6.25%
900 $55,000
Q1 2022

May 04, 2022

BUY
$45.4 - $67.44 $43,584 - $64,742
960 New
960 $65,000
Q4 2021

Feb 14, 2022

SELL
$39.52 - $69.52 $10,749 - $18,909
-272 Closed
0 $0
Q3 2021

Nov 12, 2021

BUY
$61.14 - $82.65 $16,630 - $22,480
272 New
272 $18,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.37B
  • 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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