A detailed history of Clearstead Trust, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Clearstead Trust, LLC holds 11 shares of HQY stock, worth $1,119. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11
Previous 19 42.11%
Holding current value
$1,119
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025

SELL
$87.42 - $103.12 $699 - $824
-8 Reduced 42.11%
11 $1,000
Q2 2025

Aug 08, 2025

BUY
$76.77 - $113.06 $1,228 - $1,808
16 Added 533.33%
19 $1,000
Q1 2025

May 09, 2025

BUY
$84.32 - $114.51 $252 - $343
3 New
3 $0
Q2 2019

Jul 31, 2019

SELL
$62.18 - $78.3 $21,389 - $26,935
-344 Closed
0 $0
Q1 2019

May 13, 2019

BUY
$52.86 - $84.51 $18,183 - $29,071
344 New
344 $26,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.6B
  • 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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