A detailed history of Pathstone Family Office, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Pathstone Family Office, LLC holds 3,152 shares of HQY stock, worth $263,381. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,152
Holding current value
$263,381
% of portfolio
0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$61.58 - $75.59 $194,100 - $238,259
3,152 New
3,152 $230,000
Q3 2022

Oct 23, 2023

BUY
$56.95 - $73.5 $175,064 - $225,939
3,074 New
3,074 $206,000
Q3 2022

Nov 14, 2022

BUY
$56.95 - $73.5 $211,113 - $272,464
3,707 New
3,707 $249,000
Q4 2021

Feb 14, 2022

SELL
$39.52 - $69.52 $210,325 - $369,985
-5,322 Closed
0 $0
Q3 2021

Nov 16, 2021

BUY
$61.14 - $82.65 $112,008 - $151,414
1,832 Added 52.49%
5,322 $345,000
Q2 2021

Aug 31, 2021

BUY
$66.24 - $84.6 $231,177 - $295,254
3,490 New
3,490 $281,000
Q2 2019

Aug 14, 2019

SELL
$62.18 - $78.3 $2,362 - $2,975
-38 Closed
0 $0
Q1 2019

May 14, 2019

BUY
$52.86 - $84.51 $2,008 - $3,211
38 New
38 $3,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $7.06B
  • 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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