AE Wealth Management’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13M | Buy |
677,654
+67,642
| +11% | +$1.32M | 0.07% | 262 |
|
|
2025
Q4 | $13.6M | Buy |
610,012
+36,939
| +6% | +$942K | 0.08% | 249 |
|
|
2025
Q3 | $15.6M | Buy |
573,073
+16,569
| +3% | +$442K | 0.1% | 212 |
|
|
2025
Q2 | $13.6M | Buy |
556,504
+146,016
| +36% | +$3.72M | 0.1% | 216 |
|
|
2025
Q1 | $11.4M | Buy |
410,488
+61,877
| +18% | +$1.96M | 0.1% | 221 |
|
|
2024
Q4 | $11.4M | Buy |
348,611
+6,466
| +2% | +$232K | 0.1% | 222 |
|
|
2024
Q3 | $12.3M | Sell |
342,145
-26,231
| -7% | -$924K | 0.11% | 204 |
|
|
2024
Q2 | $12.9M | Sell |
368,376
-89,648
| -20% | -$2.84M | 0.13% | 193 |
|
|
2024
Q1 | $13.8M | Sell |
458,024
-231,889
| -34% | -$6.82M | 0.16% | 178 |
|
|
2023
Q4 | $20.7M | Sell |
689,913
-50,220
| -7% | -$1.41M | 0.11% | 218 |
|
|
2023
Q3 | $19M | Sell |
740,133
-50,750
| -6% | -$1.56M | 0.11% | 199 |
|
|
2023
Q2 | $24.3M | Buy |
790,883
+195,273
| +33% | +$5.86M | 0.15% | 159 |
|
|
2023
Q1 | $17.5M | Buy |
595,610
+64,912
| +12% | +$1.86M | 0.11% | 221 |
|
|
2022
Q4 | $14.3M | Buy |
530,698
+117,168
| +28% | +$3.24M | 0.1% | 237 |
|
|
2022
Q3 | $10.3M | Buy |
413,530
+319,631
| +340% | +$9.82M | 0.08% | 258 |
|
|
2022
Q2 | $3.08M | Buy |
93,899
+5,950
| +7% | +$218K | 0.02% | 533 |
|
|
2022
Q1 | $3.19M | Buy |
87,949
+5,682
| +7% | +$210K | 0.02% | 569 |
|
|
2021
Q4 | $3.1M | Buy |
82,267
+3,395
| +4% | +$111K | 0.02% | 556 |
|
|
2021
Q3 | $2.16M | Buy |
78,872
+2,859
| +4% | +$82.1K | 0.02% | 622 |
|
|
2021
Q2 | $2.29M | Buy |
76,013
+7,137
| +10% | +$228K | 0.02% | 594 |
|
|
2021
Q1 | $2.19M | Sell |
68,876
-21,678
| -24% | -$598K | 0.02% | 544 |
|
|
2020
Q4 | $2.23M | Sell |
90,554
-6,712
| -7% | -$141K | 0.03% | 468 |
|
|
2020
Q3 | $1.85M | Sell |
97,266
-3,222
| -3% | -$58.8K | 0.03% | 448 |
|
|
2020
Q2 | $1.75M | Buy |
100,488
+10,057
| +11% | +$160K | 0.03% | 445 |
|
|
2020
Q1 | $1.57M | Buy |
90,431
+29,264
| +48% | +$592K | 0.04% | 365 |
|
|
2019
Q4 | $1.26M | Buy |
61,167
+3,891
| +7% | +$73.7K | 0.03% | 481 |
|
|
2019
Q3 | $1.08M | Buy |
57,276
+9,080
| +19% | +$178K | 0.03% | 427 |
|
|
2019
Q2 | $1M | Buy |
48,196
+12,119
| +34% | +$240K | 0.03% | 410 |
|
|
2019
Q1 | $701K | Buy |
36,077
+2,878
| +9% | +$61K | 0.05% | 276 |
|
|
2018
Q4 | $679K | Buy |
33,199
+1,945
| +6% | +$45.4K | 0.12% | 200 |
|
|
2018
Q3 | $805K | Buy |
31,254
+1,864
| +6% | +$45K | 0.04% | 253 |
|
|
2018
Q2 | $667K | Sell |
29,390
-51
| -0.2% | -$1.14K | 0.05% | 224 |
|
|
2018
Q1 | $645K | Buy |
+29,441
| New | +$665K | 0.05% | 225 |
|
|
2017
Q4 | – | Sell |
-55,406
| Closed | -$1.11M | – | 435 |
|
|
2017
Q3 | $1.11M | Sell |
55,406
-4,590
| -8% | -$87.4K | 0.1% | 127 |
|
|
2017
Q2 | $1.05M | Buy |
59,996
+1,480
| +3% | +$27.2K | 0.13% | 139 |
|
|
2017
Q1 | $1.05M | Buy |
58,516
+8,095
| +16% | +$131K | 0.19% | 102 |
|
|
2016
Q4 | $748K | Buy |
+50,421
| New | +$763K | 0.3% | 92 |
|
Other funds holding HPQ
VCM
VPM
