A detailed history of True Wealth Design, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 326 shares of HQY stock, worth $30,833. This represents 0.01% of its overall portfolio holdings.

Number of Shares
326
Previous 9 3522.22%
Holding current value
$30,833
Previous $943,000 3176.35%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$87.42 - $103.12 $27,712 - $32,689
317 Added 3522.22%
326 $30.9 Million
Q2 2025

Aug 06, 2025

BUY
$76.77 - $113.06 $460 - $678
6 Added 200.0%
9 $943,000
Q1 2025

May 13, 2025

BUY
$84.32 - $114.51 $168 - $229
2 Added 200.0%
3 $266,000
Q3 2024

Nov 14, 2024

BUY
$67.98 - $86.62 $67 - $86
1 New
1 $82,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $7.99B
  • 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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