A detailed history of Nicolet Advisory Services, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 4,218 shares of HQY stock, worth $401,089. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,218
Previous 3,985 5.85%
Holding current value
$401,089
Previous $343,000 0.58%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2024

BUY
$67.98 - $86.62 $15,839 - $20,182
233 Added 5.85%
4,218 $345,000
Q2 2024

Aug 14, 2024

BUY
$75.85 - $86.94 $44,068 - $50,512
581 Added 17.07%
3,985 $343,000
Q1 2024

May 09, 2024

BUY
$66.17 - $83.53 $225,242 - $284,336
3,404 New
3,404 $277,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.04B
  • 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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