Ep Wealth Advisors, LLC Healthequity, Inc. Transaction History

Ep Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 17, 2022	SELL	$39.52 - $69.52 $315,448 - $554,908	-7,982 Closed	0 $0
Q3 2021 Nov 23, 2021	BUY	$61.14 - $82.65 $329,483 - $445,400	5,389 Added 207.83%	7,982 $517,000
Q3 2021 Nov 16, 2021	SELL	$61.14 - $82.65 $107,178 - $144,885	-1,753 Reduced 40.34%	2,593 $517,000
Q2 2021 Aug 24, 2021	BUY	$66.24 - $84.6 $8,346 - $10,659	126 Added 2.99%	4,346 $350,000
Q1 2021 May 17, 2021	BUY	$67.0 - $91.01 $282,740 - $384,062	4,220 New	4,220 $287,000

413

82.3M

41K

61.9K

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $6.76B
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 ...

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