Inspirion Wealth Advisors, LLC Healthequity, Inc. Transaction History

Inspirion Wealth Advisors, LLC

$710 Million
Q4 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 75,005 shares of HQY stock, worth $8.44 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

75,005

Previous 75,005 -0.0%

Holding current value

$8.44 Million

Previous $6.14 Million 17.22%

% of portfolio

1.01%

Previous 0.86%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$66.17 - $83.53 $661,700 - $835,300	-10,000 Reduced 11.76%	75,005 $6.12 Million
Q4 2023 Jan 10, 2024	BUY	$62.44 - $76.13 $312 - $380	5 Added 0.01%	85,005 $5.64 Million
Q4 2022 Jan 18, 2023	SELL	$57.65 - $78.5 $373,860 - $509,072	-6,485 Reduced 7.09%	85,000 $0
Q2 2021 Jul 16, 2021	BUY	$66.24 - $84.6 $4.47 Million - $5.71 Million	67,485 Added 281.19%	91,485 $7.36 Million
Q1 2021 Apr 15, 2021	SELL	$67.0 - $91.01 $1.61 Million - $2.18 Million	-24,000 Reduced 50.0%	24,000 $1.63 Million
Q4 2020 Jan 22, 2021	SELL	$51.41 - $74.4 $616,920 - $892,800	-12,000 Reduced 20.0%	48,000 $3.35 Million
Q2 2020 Jul 09, 2020	SELL	$41.09 - $67.57 $410,900 - $675,699	-10,000 Reduced 14.29%	60,000 $3.52 Million
Q2 2019 Jul 15, 2019	SELL	$62.18 - $78.3 $1.04 Million - $1.31 Million	-16,700 Reduced 19.26%	70,000 $4.58 Million
Q4 2018 Jan 22, 2019	SELL	$54.39 - $100.44 $723,387 - $1.34 Million	-13,300 Reduced 13.3%	86,700 $5.17 Million
Q3 2018 Nov 14, 2018	BUY	$74.12 - $97.32 $7.41 Million - $9.73 Million	100,000 New	100,000 $9.44 Million

Others Institutions Holding HQY

# of Institutions

459

Shares Held

190M

Call Options Held

82.8K

Put Options Held

52.4K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $9.51B
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 ...

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Inspirion Wealth Advisors, LLC Healthequity, Inc. Transaction History