Healthequity shares owned by Appleton Group Wealth Management
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Appleton Group Wealth Management
from 13F filings
Historical chart of Appleton Group Wealth Management investment in Healthequity
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Quarterly reported holdings in Healthequity by Appleton Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $356k | 4.9k | 73.05 |
| 2023-06-30 | $308k | 4.9k | 63.14 |
| 2022-09-30 | $281k | 4.2k | 67.11 |
| 2022-06-30 | $256k | 4.2k | 61.36 |
| 2022-03-31 | $500k | 7.4k | 67.45 |
| 2021-09-30 | $360k | 5.6k | 64.68 |
| 2021-06-30 | $431k | 5.4k | 80.50 |
| 2021-03-31 | $272k | 4.0k | 67.92 |
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