A detailed history of Sheets Smith Wealth Management transactions in Healthequity, Inc. stock. As of the latest transaction made, Sheets Smith Wealth Management holds 7,767 shares of HQY stock, worth $610,408. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,767
Previous 7,766 0.01%
Holding current value
$610,408
Previous $633,000 5.69%
% of portfolio
0.08%
Previous 0.07%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $6.64B
  • 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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