Healthequity shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Healthequity
Tip: Access up to 7 years of quarterly data
All positions including Healthequity held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Healthequity by Portside Wealth Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $215k | 2.6k | 81.63 |
2023-09-30 | $241k | 3.3k | 72.16 |
2023-06-30 | $5.2M | 82k | 63.14 |