Healthequity shares owned by CWM Advisors
Historical chart of CWM Advisors investment in Healthequity
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Quarterly reported holdings in Healthequity by CWM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 14k | 94.77 |
| 2025-06-30 | $675k | 6.4k | 104.75 |
| 2025-03-31 | $665k | 7.5k | 88.36 |
| 2024-12-31 | $665k | 6.9k | 95.94 |
| 2024-09-30 | $2.0M | 24k | 81.85 |
| 2024-06-30 | $1.2M | 14k | 86.20 |
| 2024-03-31 | $1.3M | 16k | 81.63 |
| 2023-12-31 | $383k | 5.8k | 66.30 |
| 2023-09-30 | $307k | 4.2k | 73.05 |
| 2023-06-30 | $916k | 15k | 63.14 |
| 2023-03-31 | $272k | 4.6k | 58.71 |
| 2022-12-31 | $236k | 3.8k | 61.64 |
| 2022-09-30 | $207k | 3.1k | 67.23 |
| 2022-06-30 | $212k | 3.4k | 61.52 |
| 2022-03-31 | $233k | 3.5k | 67.54 |
| 2021-12-31 | $245k | 5.5k | 44.24 |
| 2021-09-30 | $230k | 3.6k | 64.79 |
| 2017-12-31 | $95k | 2.0k | 46.77 |