Avantax Advisory Services’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
$918K Sell
44,905
-5,088
-10% -$104K 0.01% 1216
2025
Q1
$771K Buy
49,993
+1,864
+4% +$28.8K ﹤0.01% 1230
2024
Q4
$1.03M Buy
48,129
+2,047
+4% +$43.7K 0.01% 1026
2024
Q3
$943K Buy
46,082
+17,360
+60% +$355K 0.01% 1062
2024
Q2
$608K Buy
28,722
+10,952
+62% +$232K ﹤0.01% 1244
2024
Q1
$315K Buy
17,770
+822
+5% +$14.6K ﹤0.01% 1269
2023
Q4
$288K Sell
16,948
-14,819
-47% -$252K ﹤0.01% 1254
2023
Q3
$552K Buy
31,767
+16,653
+110% +$289K 0.01% 904
2023
Q2
$254K Buy
15,114
+2,226
+17% +$37.4K ﹤0.01% 1274
2023
Q1
$205K Sell
12,888
-2,609
-17% -$41.6K ﹤0.01% 1366
2022
Q4
$247K Sell
15,497
-17,896
-54% -$286K ﹤0.01% 1206
2022
Q3
$400K Buy
33,393
+4,145
+14% +$49.7K 0.01% 877
2022
Q2
$388K Sell
29,248
-738
-2% -$9.79K 0.01% 891
2022
Q1
$501K Sell
29,986
-469
-2% -$7.84K 0.01% 785
2021
Q4
$480K Buy
30,455
+1,479
+5% +$23.3K 0.01% 777
2021
Q3
$414K Sell
28,976
-1,604
-5% -$22.9K 0.01% 786
2021
Q2
$449K Buy
30,580
+1,031
+3% +$15.1K 0.01% 742
2021
Q1
$468K Buy
29,549
+3,906
+15% +$61.9K 0.01% 643
2020
Q4
$305K Buy
25,643
+4,273
+20% +$50.8K 0.01% 718
2020
Q3
$202K Buy
21,370
+10,290
+93% +$97.3K ﹤0.01% 1221
2020
Q2
$111K Buy
11,080
+608
+6% +$6.09K ﹤0.01% 817
2020
Q1
$105K Sell
10,472
-114
-1% -$1.14K ﹤0.01% 758
2019
Q4
$168K Buy
+10,586
New +$168K ﹤0.01% 790