Avidian Wealth Enterprises’s HP HPQ Stock Holding History

Avidian Wealth Enterprises’s Portfolio HPQ Stock Details HPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,163	Closed	-$281K	–	565
2025 Q1	$281K	Buy	10,163 +2,606	+34%	+$82.4K	0.01%	436
2024 Q4	$247K	Sell	7,557 -177	-2%	-$6.36K	0.01%	441
2024 Q3	$277K	Buy	7,734 +316	+4%	+$11.1K	0.01%	409
2024 Q2	$260K	Buy	+7,418	New	+$235K	0.01%	421
2023 Q2	–	Sell	-22,151	Closed	-$650K	–	447
2023 Q1	$650K	Sell	22,151 -3,440	-13%	-$98.8K	0.04%	253
2022 Q4	$688K	Buy	25,591 +1	+0%	+$28	0.04%	230
2022 Q3	$638K	Sell	25,590 -368	-1%	-$11.3K	0.05%	200
2022 Q2	$851K	Buy	25,958 +76	+0.3%	+$2.79K	0.06%	183
2022 Q1	$940K	Buy	25,882 +958	+4%	+$35.4K	0.06%	204
2021 Q4	$939K	Buy	24,924 +473	+2%	+$15.5K	0.06%	198
2021 Q3	$669K	Buy	24,451 +151	+0.6%	+$4.34K	0.05%	177
2021 Q2	$734K	Hold	24,300	–	–	0.06%	161
2021 Q1	$772K	Buy	24,300 +1,333	+6%	+$36.8K	0.07%	150
2020 Q4	$565K	Sell	22,967 -185	-0.8%	-$3.88K	0.05%	167
2020 Q3	$440K	Hold	23,152	–	–	0.05%	173
2020 Q2	$404K	Buy	23,152 +6,000	+35%	+$95.3K	0.05%	154
2020 Q1	$298K	Buy	+17,152	New	+$347K	0.05%	146

Other funds holding HPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return