APP
Avantax Planning Partners’s Hewlett Packard HPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Buy |
16,211
+4,173
| +35% | +$85.3K | 0.01% | 336 |
|
|
2025
Q1 | $186K | Sell |
12,038
-820
| -6% | -$12.7K | 0.01% | 417 |
|
|
2024
Q4 | $275K | Buy |
12,858
+750
| +6% | +$16K | 0.01% | 348 |
|
|
2024
Q3 | $248K | Sell |
12,108
-417
| -3% | -$8.53K | 0.01% | 371 |
|
|
2024
Q2 | $265K | Sell |
12,525
-120
| -0.9% | -$2.54K | 0.01% | 381 |
|
|
2024
Q1 | $224K | Sell |
12,645
-761
| -6% | -$13.5K | 0.01% | 422 |
|
|
2023
Q4 | $228K | Sell |
13,406
-709
| -5% | -$12K | 0.01% | 340 |
|
|
2023
Q3 | $245K | Buy |
14,115
+730
| +5% | +$12.7K | 0.01% | 314 |
|
|
2023
Q2 | $225K | Buy |
13,385
+529
| +4% | +$8.89K | 0.01% | 337 |
|
|
2023
Q1 | $205K | Buy |
+12,856
| New | +$205K | 0.01% | 356 |
|
|
2022
Q4 | – | Sell |
-10,250
| Closed | -$123K | – | 370 |
|
|
2022
Q3 | $123K | Sell |
10,250
-55
| -0.5% | -$660 | 0.01% | 334 |
|
|
2022
Q2 | $137K | Sell |
10,305
-1,956
| -16% | -$26K | 0.01% | 327 |
|
|
2022
Q1 | $205K | Sell |
12,261
-500
| -4% | -$8.36K | 0.01% | 340 |
|
|
2021
Q4 | $201K | Buy |
12,761
+289
| +2% | +$4.55K | 0.01% | 338 |
|
|
2021
Q3 | $178K | Buy |
12,472
+1,269
| +11% | +$18.1K | 0.01% | 327 |
|
|
2021
Q2 | $163K | Buy |
11,203
+515
| +5% | +$7.49K | 0.01% | 315 |
|
|
2021
Q1 | $168K | Buy |
+10,688
| New | +$168K | 0.01% | 301 |
|
|
2018
Q4 | – | Sell |
-940
| Closed | -$15K | – | 678 |
|
|
2018
Q3 | $15K | Buy |
+940
| New | +$15K | ﹤0.01% | 773 |
|
|
2018
Q2 | – | Sell |
-1,234
| Closed | -$22K | – | 759 |
|
|
2018
Q1 | $22K | Buy |
+1,234
| New | +$22K | ﹤0.01% | 747 |
|