A detailed history of Hb Wealth Management, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Hb Wealth Management, LLC holds 2,731 shares of HQY stock, worth $277,933. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,731
Previous 2,844 3.97%
Holding current value
$277,933
Previous $297,000 13.13%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2025

SELL
$87.42 - $103.12 $9,878 - $11,652
-113 Reduced 3.97%
2,731 $258,000
Q2 2025

Jul 17, 2025

SELL
$76.77 - $113.06 $31,015 - $45,676
-404 Reduced 12.44%
2,844 $297,000
Q1 2025

May 07, 2025

BUY
$84.32 - $114.51 $44,773 - $60,804
531 Added 19.54%
3,248 $287,000
Q4 2024

Jan 15, 2025

BUY
$78.18 - $104.65 $212,415 - $284,334
2,717 New
2,717 $260,000

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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