A detailed history of Rosenbaum Jay D. transactions in Healthequity, Inc. stock. As of the latest transaction made, Rosenbaum Jay D. holds 2,616 shares of HQY stock, worth $224,348. This represents 1.85% of its overall portfolio holdings.

Number of Shares
2,616
Holding current value
$224,348
% of portfolio
1.85%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$66.17 - $83.53 $173,100 - $218,514
2,616 New
2,616 $213,000
Q3 2023

Oct 23, 2023

BUY
$61.58 - $75.59 $184,740 - $226,770
3,000 New
3,000 $219,000
Q3 2022

Nov 09, 2022

BUY
$56.95 - $73.5 $169,711 - $219,030
2,980 New
2,980 $200,000
Q2 2022

Aug 11, 2022

SELL
$54.14 - $71.62 $161,337 - $213,427
-2,980 Closed
0 $0
Q1 2022

May 12, 2022

BUY
$45.4 - $67.44 $135,292 - $200,971
2,980 New
2,980 $201,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $7.25B
  • 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 Rosenbaum Jay D. Portfolio

Follow Rosenbaum Jay D. 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 Rosenbaum Jay D., based on Form 13F filings with the SEC.

News

Stay updated on Rosenbaum Jay D. with notifications on news.