Sheets Smith Wealth Management Healthequity, Inc. Transaction History

Sheets Smith Wealth Management

$856 Million
Q3 2025

A detailed history of Sheets Smith Wealth Management transactions in Healthequity, Inc. stock. As of the latest transaction made, Sheets Smith Wealth Management holds 8,525 shares of HQY stock, worth $776,116. This represents 0.09% of its overall portfolio holdings.

Number of Shares

8,525

Previous 8,419 1.26%

Holding current value

$776,116

Previous $881,000 8.4%

% of portfolio

0.09%

Previous 0.11%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	$87.42 - $103.12 $9,266 - $10,930	106 Added 1.26%	8,525 $807,000
Q2 2025 Jul 15, 2025	BUY	$76.77 - $113.06 $12,052 - $17,750	157 Added 1.9%	8,419 $881,000
Q1 2025 Apr 23, 2025	BUY	$84.32 - $114.51 $25,043 - $34,009	297 Added 3.73%	8,262 $730,000
Q4 2024 Jan 17, 2025	BUY	$78.18 - $104.65 $21,343 - $28,569	273 Added 3.55%	7,965 $764,000
Q3 2024 Nov 01, 2024	SELL	$67.98 - $86.62 $5,098 - $6,496	-75 Reduced 0.97%	7,692 $629,000
Q2 2024 Jul 30, 2024	BUY	$75.85 - $86.94 $75 - $86	1 Added 0.01%	7,767 $669,000
Q1 2024 May 08, 2024	BUY	$66.17 - $83.53 $992 - $1,252	15 Added 0.19%	7,766 $633,000
Q4 2023 Feb 06, 2024	SELL	$62.44 - $76.13 $10,614 - $12,942	-170 Reduced 2.15%	7,751 $513,000
Q3 2023 Oct 23, 2023	BUY	$61.58 - $75.59 $11,761 - $14,437	191 Added 2.47%	7,921 $578,000
Q1 2023 May 26, 2023	BUY	$52.44 - $67.41 $402,267 - $517,102	7,671 Added 13001.69%	7,730 $453,000
Q1 2023 May 12, 2023	SELL	$52.44 - $67.41 $402,267 - $517,102	-7,671 Reduced 99.24%	59 $3,000
Q4 2021 Jan 20, 2022	BUY	$39.52 - $69.52 $106,506 - $187,356	2,695 Added 53.53%	7,730 $342,000
Q4 2020 Jan 13, 2021	BUY	$51.41 - $74.4 $2,827 - $4,092	55 Added 1.1%	5,035 $351,000
Q1 2020 Apr 28, 2020	BUY	$40.54 - $87.73 $11,918 - $25,792	294 Added 6.27%	4,980 $252,000
Q4 2019 Jan 24, 2020	SELL	$51.99 - $76.5 $10,398 - $15,300	-200 Reduced 4.09%	4,686 $347,000
Q3 2019 Oct 28, 2019	BUY	$55.4 - $81.98 $270,684 - $400,554	4,886 New	4,886 $279,000
Q4 2018 Jan 11, 2019	SELL	$54.39 - $100.44 $353,154 - $652,156	-6,493 Closed	0 $0
Q3 2018 Oct 15, 2018	SELL	$74.12 - $97.32 $52,328 - $68,707	-706 Reduced 9.81%	6,493 $613,000
Q2 2018 Jul 26, 2018	BUY	$60.39 - $81.76 $434,747 - $588,590	7,199 New	7,199 $541,000

Others Institutions Holding HQY

# of Institutions

546

Shares Held

86.6M

Call Options Held

311K

Put Options Held

246K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $7.7B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Account

Sheets Smith Wealth Management Healthequity, Inc. Transaction History