A detailed history of Dakota Wealth Management transactions in Healthequity, Inc. stock. As of the latest transaction made, Dakota Wealth Management holds 2,800 shares of HQY stock, worth $291,900. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,800
Previous 3,138 10.77%
Holding current value
$291,900
Previous $270,000 15.19%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 23, 2024

SELL
$67.98 - $86.62 $22,977 - $29,277
-338 Reduced 10.77%
2,800 $229,000
Q2 2024

Jul 19, 2024

BUY
$75.85 - $86.94 $10,239 - $11,736
135 Added 4.5%
3,138 $270,000
Q1 2024

Apr 24, 2024

SELL
$66.17 - $83.53 $17,468 - $22,051
-264 Reduced 8.08%
3,003 $245,000
Q4 2023

Jan 30, 2024

BUY
$62.44 - $76.13 $203,991 - $248,716
3,267 New
3,267 $216,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.81B
  • 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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