Disciplined Investments, LLC Healthequity, Inc. Transaction History

Disciplined Investments, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 10, 2023	SELL	$51.02 - $65.67 $51 - $65	-1 Reduced 8.33%	11 $0
Q1 2023 May 10, 2023	BUY	$52.44 - $67.41 $52 - $67	1 Added 9.09%	12 $0
Q4 2022 Feb 01, 2023	SELL	$57.65 - $78.5 $172 - $235	-3 Reduced 21.43%	11 $0
Q2 2022 Aug 09, 2022	BUY	$54.14 - $71.62 $216 - $286	4 Added 40.0%	14 $1,000
Q1 2022 Apr 22, 2022	BUY	$45.4 - $67.44 $454 - $674	10 New	10 $1,000

449

81.3M

205K

101K

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $9.33B
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 ...

Get notified when there are updates to the investment portfolio of Disciplined Investments, LLC, based on Form 13F filings with the SEC.

Stay updated on Disciplined Investments, LLC with notifications on news.