A detailed history of Golden State Wealth Management, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 24 shares of HQY stock, worth $2,442. This represents 0.0% of its overall portfolio holdings.

Number of Shares
24
Previous 4 500.0%
Holding current value
$2,442
Previous $419,000 442.72%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025

BUY
$87.42 - $103.12 $1,748 - $2,062
20 Added 500.0%
24 $2.27 Million
Q1 2025

Apr 24, 2025

SELL
$84.32 - $114.51 $1,433 - $1,946
-17 Reduced 80.95%
4 $353,000
Q1 2025

Apr 23, 2025

BUY
$84.32 - $114.51 $1,433 - $1,946
17 Added 425.0%
21 $1,000
Q4 2024

Jan 28, 2025

BUY
$78.18 - $104.65 $312 - $418
4 New
4 $384,000

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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