A detailed history of Mount Yale Investment Advisors, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 3,457 shares of HQY stock, worth $381,721. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,457
Previous 4,027 14.15%
Holding current value
$381,721
Previous $329,000 0.61%
% of portfolio
0.03%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

SELL
$78.18 - $104.65 $44,562 - $59,650
-570 Reduced 14.15%
3,457 $331,000
Q3 2024

Oct 23, 2024

BUY
$67.98 - $86.62 $951 - $1,212
14 Added 0.35%
4,027 $329,000
Q2 2024

Aug 13, 2024

SELL
$75.85 - $86.94 $1,517 - $1,738
-20 Reduced 0.5%
4,013 $345,000
Q1 2024

May 15, 2024

SELL
$66.17 - $83.53 $10,057 - $12,696
-152 Reduced 3.63%
4,033 $329,000
Q4 2023

Feb 12, 2024

BUY
$62.44 - $76.13 $2,372 - $2,892
38 Added 0.92%
4,185 $277,000
Q3 2023

Oct 11, 2023

SELL
$61.58 - $75.59 $7,081 - $8,692
-115 Reduced 2.7%
4,147 $302,000
Q2 2023

Aug 14, 2023

SELL
$51.02 - $65.67 $44,030 - $56,673
-863 Reduced 16.84%
4,262 $269,000
Q1 2023

May 11, 2023

BUY
$52.44 - $67.41 $28,789 - $37,008
549 Added 12.0%
5,125 $300,000
Q4 2022

Feb 13, 2023

BUY
$57.65 - $78.5 $3,920 - $5,338
68 Added 1.51%
4,576 $282,000
Q3 2022

Nov 07, 2022

BUY
$56.95 - $73.5 $30,069 - $38,808
528 Added 13.27%
4,508 $303,000
Q2 2022

Aug 02, 2022

SELL
$54.14 - $71.62 $20,356 - $26,929
-376 Reduced 8.63%
3,980 $244,000
Q1 2022

May 03, 2022

BUY
$45.4 - $67.44 $197,762 - $293,768
4,356 New
4,356 $294,000
Q4 2021

Feb 02, 2022

SELL
$39.52 - $69.52 $129,941 - $228,581
-3,288 Closed
0 $0
Q3 2021

Nov 02, 2021

BUY
$61.14 - $82.65 $201,028 - $271,753
3,288 New
3,288 $213,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $9.33B
  • 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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