A detailed history of Ep Wealth Advisors, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,152 shares of HQY stock, worth $410,964. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,152
Holding current value
$410,964
% of portfolio
0.0%

Shares

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

Nov 14, 2024

BUY
$67.98 - $86.62 $282,252 - $359,646
4,152 New
4,152 $339,000
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

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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