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 |
|