AE Wealth Management’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Sell |
37,378
-5,247
| -12% | -$107K | 0.01% | 793 |
|
|
2025
Q1 | $658K | Sell |
42,625
-7,745
| -15% | -$120K | 0.01% | 832 |
|
|
2024
Q4 | $1.08M | Buy |
50,370
+4,747
| +10% | +$101K | 0.01% | 683 |
|
|
2024
Q3 | $933K | Sell |
45,623
-69,591
| -60% | -$1.42M | 0.01% | 706 |
|
|
2024
Q2 | $2.44M | Sell |
115,214
-1,748
| -1% | -$37K | 0.02% | 474 |
|
|
2024
Q1 | $2.07M | Sell |
116,962
-179,334
| -61% | -$3.18M | 0.02% | 480 |
|
|
2023
Q4 | $4.69M | Buy |
296,296
+247,187
| +503% | +$3.92M | 0.02% | 613 |
|
|
2023
Q3 | $853K | Buy |
49,109
+877
| +2% | +$15.2K | 0.01% | 1162 |
|
|
2023
Q2 | $810K | Sell |
48,232
-61,031
| -56% | -$1.03M | ﹤0.01% | 1163 |
|
|
2023
Q1 | $1.74M | Buy |
109,263
+9,831
| +10% | +$157K | 0.01% | 849 |
|
|
2022
Q4 | $1.59M | Buy |
99,432
+55,183
| +125% | +$881K | 0.01% | 829 |
|
|
2022
Q3 | $530K | Buy |
44,249
+2,613
| +6% | +$31.3K | ﹤0.01% | 1228 |
|
|
2022
Q2 | $552K | Sell |
41,636
-1,163
| -3% | -$15.4K | ﹤0.01% | 1146 |
|
|
2022
Q1 | $715K | Buy |
42,799
+4,829
| +13% | +$80.7K | ﹤0.01% | 1059 |
|
|
2021
Q4 | $599K | Buy |
37,970
+4,155
| +12% | +$65.5K | ﹤0.01% | 1184 |
|
|
2021
Q3 | $482K | Sell |
33,815
-3,856
| -10% | -$55K | ﹤0.01% | 1181 |
|
|
2021
Q2 | $549K | Buy |
37,671
+1,672
| +5% | +$24.4K | ﹤0.01% | 1113 |
|
|
2021
Q1 | $567K | Sell |
35,999
-23,784
| -40% | -$375K | 0.01% | 968 |
|
|
2020
Q4 | $708K | Sell |
59,783
-5,906
| -9% | -$69.9K | 0.01% | 836 |
|
|
2020
Q3 | $616K | Buy |
65,689
+179
| +0.3% | +$1.68K | 0.01% | 802 |
|
|
2020
Q2 | $637K | Sell |
65,510
-5,132
| -7% | -$49.9K | 0.01% | 769 |
|
|
2020
Q1 | $686K | Buy |
70,642
+10,722
| +18% | +$104K | 0.02% | 580 |
|
|
2019
Q4 | $950K | Buy |
59,920
+3,091
| +5% | +$49K | 0.02% | 542 |
|
|
2019
Q3 | $862K | Buy |
56,829
+10,326
| +22% | +$157K | 0.02% | 486 |
|
|
2019
Q2 | $695K | Buy |
46,503
+13,037
| +39% | +$195K | 0.02% | 500 |
|
|
2019
Q1 | $516K | Buy |
33,466
+1,095
| +3% | +$16.9K | 0.04% | 333 |
|
|
2018
Q4 | $428K | Buy |
32,371
+2,302
| +8% | +$30.4K | 0.07% | 279 |
|
|
2018
Q3 | $490K | Buy |
30,069
+1,626
| +6% | +$26.5K | 0.03% | 326 |
|
|
2018
Q2 | $416K | Buy |
28,443
+22
| +0.1% | +$322 | 0.03% | 283 |
|
|
2018
Q1 | $499K | Buy |
+28,421
| New | +$499K | 0.04% | 252 |
|