A detailed history of Private Trust CO Na transactions in Healthequity, Inc. stock. As of the latest transaction made, Private Trust CO Na holds 151 shares of HQY stock, worth $15,741. This represents 0.0% of its overall portfolio holdings.

Number of Shares
151
Previous 175 13.71%
Holding current value
$15,741
Previous $15,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
$67.98 - $86.62 $1,631 - $2,078
-24 Reduced 13.71%
151 $12,000
Q2 2024

Jul 23, 2024

SELL
$75.85 - $86.94 $758 - $869
-10 Reduced 5.41%
175 $15,000
Q1 2024

Apr 24, 2024

SELL
$66.17 - $83.53 $2,448 - $3,090
-37 Reduced 16.67%
185 $15,000
Q4 2023

Jan 24, 2024

SELL
$62.44 - $76.13 $4,121 - $5,024
-66 Reduced 22.92%
222 $14,000
Q3 2023

Oct 18, 2023

SELL
$61.58 - $75.59 $923 - $1,133
-15 Reduced 4.95%
288 $21,000
Q2 2023

Jul 28, 2023

SELL
$51.02 - $65.67 $3,367 - $4,334
-66 Reduced 17.89%
303 $19,000
Q1 2023

Apr 12, 2023

SELL
$52.44 - $67.41 $6,555 - $8,426
-125 Reduced 25.3%
369 $21,000
Q4 2022

Jan 18, 2023

BUY
$57.65 - $78.5 $403 - $549
7 Added 1.44%
494 $0
Q3 2022

Oct 17, 2022

BUY
$56.95 - $73.5 $1,651 - $2,131
29 Added 6.33%
487 $32,000
Q2 2022

Sep 16, 2022

BUY
$54.14 - $71.62 $24,796 - $32,801
458 New
458 $28,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.81B
  • 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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