Gemmer Asset Management LLC Healthequity, Inc. Transaction History

Gemmer Asset Management LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	SELL	$54.14 - $71.62 $3,356 - $4,440	-62 Closed	0 $0
Q1 2022 Apr 20, 2022	SELL	$45.4 - $67.44 $590 - $876	-13 Reduced 17.33%	62 $4,000
Q4 2021 Jan 21, 2022	BUY	$39.52 - $69.52 $1,027 - $1,807	26 Added 53.06%	75 $3,000
Q3 2021 Oct 19, 2021	BUY	$61.14 - $82.65 $366 - $495	6 Added 13.95%	49 $3,000
Q1 2021 Apr 20, 2021	BUY	$67.0 - $91.01 $201 - $273	3 Added 7.5%	43 $3,000
Q3 2020 Oct 21, 2020	BUY	$46.15 - $61.64 $323 - $431	7 Added 21.21%	40 $2,000
Q2 2020 Jul 31, 2020	SELL	$41.09 - $67.57 $1,643 - $2,702	-40 Reduced 54.79%	33 $2,000
Q1 2020 May 01, 2020	BUY	$40.54 - $87.73 $851 - $1,842	21 Added 40.38%	73 $3,000
Q4 2019 Jan 17, 2020	BUY	$51.99 - $76.5 $415 - $612	8 Added 18.18%	52 $4,000
Q3 2019 Oct 11, 2019	BUY	$55.4 - $81.98 $443 - $655	8 Added 22.22%	44 $3,000
Q4 2018 Jan 18, 2019	BUY	$54.39 - $100.44 $1,958 - $3,615	36 New	36 $2,000

414

82.4M

41K

61.9K

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $7.03B
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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