A detailed history of Ever Source Wealth Advisors, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 59 shares of HQY stock, worth $6,074. This represents 0.0% of its overall portfolio holdings.

Number of Shares
59
Previous 57 3.51%
Holding current value
$6,074
Previous $4,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024

BUY
$67.98 - $86.62 $135 - $173
2 Added 3.51%
59 $4,000
Q2 2024

Aug 13, 2024

BUY
$75.85 - $86.94 $3,109 - $3,564
41 Added 256.25%
57 $4,000
Q1 2024

Jun 11, 2024

SELL
$66.17 - $83.53 $1,985 - $2,505
-30 Reduced 65.22%
16 $1,000
Q4 2023

Feb 09, 2024

BUY
$62.44 - $76.13 $2,247 - $2,740
36 Added 360.0%
46 $3,000
Q2 2023

Aug 04, 2023

SELL
$51.02 - $65.67 $5,255 - $6,764
-103 Reduced 91.15%
10 $0
Q1 2023

May 11, 2023

BUY
$52.44 - $67.41 $5,925 - $7,617
113 New
113 $6,000
Q3 2022

Nov 07, 2022

BUY
$56.95 - $73.5 $683 - $882
12 New
12 $1,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.7B
  • 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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