A detailed history of Harbor Investment Advisory, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 927 shares of HQY stock, worth $102,257. This represents 0.01% of its overall portfolio holdings.

Number of Shares
927
Previous 927 -0.0%
Holding current value
$102,257
Previous $75,000 17.33%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$75.85 - $86.94 $18,204 - $20,865
-240 Reduced 20.57%
927 $79,000
Q4 2022

Jan 24, 2023

SELL
$57.65 - $78.5 $11,299 - $15,386
-196 Reduced 14.38%
1,167 $0
Q2 2022

Jul 18, 2022

SELL
$54.14 - $71.62 $13,264 - $17,546
-245 Reduced 15.24%
1,363 $84,000
Q1 2022

Apr 20, 2022

BUY
$45.4 - $67.44 $4,630 - $6,878
102 Added 6.77%
1,608 $108,000
Q4 2021

Jan 10, 2022

SELL
$39.52 - $69.52 $16,163 - $28,433
-409 Reduced 21.36%
1,506 $67,000
Q3 2021

Oct 12, 2021

BUY
$61.14 - $82.65 $80,399 - $108,684
1,315 Added 219.17%
1,915 $124,000
Q2 2021

Jul 27, 2021

BUY
$66.24 - $84.6 $26,495 - $33,840
400 Added 200.0%
600 $48,000
Q1 2021

Apr 16, 2021

BUY
$67.0 - $91.01 $13,400 - $18,202
200 New
200 $14,000
Q4 2020

Feb 04, 2021

SELL
$51.41 - $74.4 $25,705 - $37,200
-500 Closed
0 $0
Q3 2020

Oct 23, 2020

SELL
$46.15 - $61.64 $95,530 - $127,594
-2,070 Reduced 80.54%
500 $26,000
Q2 2020

Jul 16, 2020

SELL
$41.09 - $67.57 $2,054 - $3,378
-50 Reduced 1.91%
2,570 $151,000
Q4 2019

Jan 16, 2020

BUY
$51.99 - $76.5 $136,213 - $200,430
2,620 New
2,620 $194,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $9.32B
  • 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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