Avior Wealth Management’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,943
| Closed | -$234K | – | 1452 |
|
|
2024
Q4 | $234K | Buy |
10,943
+1,278
| +13% | +$27.3K | 0.01% | 657 |
|
|
2024
Q3 | $198K | Buy |
9,665
+579
| +6% | +$11.8K | 0.01% | 697 |
|
|
2024
Q2 | $192K | Sell |
9,086
-781
| -8% | -$16.5K | 0.01% | 680 |
|
|
2024
Q1 | $175K | Buy |
9,867
+9,103
| +1,191% | +$161K | 0.01% | 749 |
|
|
2023
Q4 | $13K | Hold |
764
| – | – | ﹤0.01% | 948 |
|
|
2023
Q3 | $13.3K | Hold |
764
| – | – | ﹤0.01% | 997 |
|
|
2023
Q2 | $12.8K | Hold |
764
| – | – | ﹤0.01% | 987 |
|
|
2023
Q1 | $12.2K | Hold |
764
| – | – | ﹤0.01% | 1016 |
|
|
2022
Q4 | $12.2K | Sell |
764
-384
| -33% | -$6.13K | ﹤0.01% | 825 |
|
|
2022
Q3 | $13K | Sell |
1,148
-100
| -8% | -$1.13K | ﹤0.01% | 814 |
|
|
2022
Q2 | $16K | Buy |
1,248
+100
| +9% | +$1.28K | ﹤0.01% | 702 |
|
|
2022
Q1 | $19K | Hold |
1,148
| – | – | ﹤0.01% | 723 |
|
|
2021
Q4 | $18K | Buy |
1,148
+664
| +137% | +$10.4K | ﹤0.01% | 726 |
|
|
2021
Q3 | $6K | Hold |
484
| – | – | ﹤0.01% | 825 |
|
|
2021
Q2 | $7K | Hold |
484
| – | – | ﹤0.01% | 790 |
|
|
2021
Q1 | $7K | Sell |
484
-320
| -40% | -$4.63K | ﹤0.01% | 803 |
|
|
2020
Q4 | $9K | Hold |
804
| – | – | ﹤0.01% | 724 |
|
|
2020
Q3 | $7K | Hold |
804
| – | – | ﹤0.01% | 724 |
|
|
2020
Q2 | $7K | Hold |
804
| – | – | ﹤0.01% | 701 |
|
|
2020
Q1 | $7K | Hold |
804
| – | – | ﹤0.01% | 610 |
|
|
2019
Q4 | $12K | Sell |
804
-100
| -11% | -$1.49K | ﹤0.01% | 585 |
|
|
2019
Q3 | $13K | Sell |
904
-1,348
| -60% | -$19.4K | ﹤0.01% | 563 |
|
|
2019
Q2 | $34K | Hold |
2,252
| – | – | 0.01% | 483 |
|
|
2019
Q1 | $34K | Hold |
2,252
| – | – | 0.01% | 453 |
|
|
2018
Q4 | $29K | Buy |
2,252
+35
| +2% | +$451 | 0.01% | 497 |
|
|
2018
Q3 | $36K | Hold |
2,217
| – | – | 0.01% | 504 |
|
|
2018
Q2 | $32K | Buy |
2,217
+50
| +2% | +$722 | 0.01% | 508 |
|
|
2018
Q1 | $38K | Hold |
2,167
| – | – | 0.01% | 506 |
|
|
2017
Q4 | $31K | Sell |
2,167
-615
| -22% | -$8.8K | 0.01% | 519 |
|
|
2017
Q3 | $41K | Sell |
2,782
-804
| -22% | -$11.8K | 0.01% | 228 |
|
|
2017
Q2 | $46K | Sell |
3,586
-1,201
| -25% | -$15.4K | 0.02% | 200 |
|
|
2017
Q1 | $66K | Hold |
4,787
| – | – | 0.02% | 210 |
|
|
2016
Q4 | $64K | Sell |
4,787
-505
| -10% | -$6.75K | 0.02% | 192 |
|
|
2016
Q3 | $70K | Sell |
5,292
-49
| -0.9% | -$648 | 0.03% | 197 |
|
|
2016
Q2 | $57K | Hold |
5,341
| – | – | 0.02% | 197 |
|
|
2016
Q1 | $55K | Sell |
5,341
-2,383
| -31% | -$24.5K | 0.02% | 197 |
|
|
2015
Q4 | $68K | Buy |
+7,724
| New | +$68K | 0.04% | 161 |
|