A detailed history of Jfs Wealth Advisors, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 45 shares of HQY stock, worth $4,099. This represents 0.0% of its overall portfolio holdings.

Number of Shares
45
Previous 44 2.27%
Holding current value
$4,099
Previous $3,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

BUY
$67.98 - $86.62 $67 - $86
1 Added 2.27%
45 $3,000
Q4 2023

Feb 07, 2024

SELL
$62.44 - $76.13 $62 - $76
-1 Reduced 2.22%
44 $2,000
Q3 2023

Nov 02, 2023

BUY
$61.58 - $75.59 $184 - $226
3 Added 7.14%
45 $3,000
Q1 2023

Apr 19, 2023

SELL
$52.44 - $67.41 $209 - $269
-4 Reduced 8.7%
42 $2,000
Q4 2022

Feb 13, 2023

SELL
$57.65 - $78.5 $345 - $471
-6 Reduced 11.54%
46 $2,000
Q3 2022

Oct 21, 2022

SELL
$56.95 - $73.5 $683 - $882
-12 Reduced 18.75%
52 $3,000
Q2 2022

Aug 02, 2022

BUY
$54.14 - $71.62 $1,624 - $2,148
30 Added 88.24%
64 $4,000
Q1 2022

May 02, 2022

BUY
$45.4 - $67.44 $953 - $1,416
21 Added 161.54%
34 $2,000
Q4 2021

Feb 03, 2022

BUY
$39.52 - $69.52 $513 - $903
13 New
13 $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 $7.7B
  • 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
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.