B. Riley Wealth Advisors’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 | $266K | Buy |
+13,014
| New | +$266K | 0.01% | 741 |
|
|
2024
Q4 | $1.23M | Buy |
57,274
+14,633
| +34% | +$314K | 0.04% | 392 |
|
|
2024
Q3 | $876K | Sell |
42,641
-6,305
| -13% | -$129K | 0.02% | 534 |
|
|
2024
Q2 | $1.04M | Sell |
48,946
-565
| -1% | -$12K | 0.03% | 521 |
|
|
2024
Q1 | $866K | Buy |
49,511
+9,667
| +24% | +$169K | 0.02% | 570 |
|
|
2023
Q4 | $682K | Sell |
39,844
-9,667
| -20% | -$165K | 0.02% | 670 |
|
|
2023
Q3 | $866K | Buy |
49,511
+4,333
| +10% | +$75.8K | 0.02% | 570 |
|
|
2023
Q2 | $764K | Sell |
45,178
-4,300
| -9% | -$72.8K | 0.02% | 670 |
|
|
2023
Q1 | $794K | Sell |
49,478
-5,607
| -10% | -$89.9K | 0.02% | 620 |
|
|
2022
Q4 | $885K | Buy |
55,085
+25,427
| +86% | +$408K | 0.02% | 577 |
|
|
2022
Q3 | $356K | Sell |
29,658
-21,451
| -42% | -$257K | 0.01% | 915 |
|
|
2022
Q2 | $678K | Buy |
51,109
+23,050
| +82% | +$306K | 0.03% | 542 |
|
|
2022
Q1 | $470K | Buy |
28,059
+12,093
| +76% | +$203K | 0.02% | 785 |
|
|
2021
Q4 | $252K | Buy |
15,966
+5,221
| +49% | +$82.4K | 0.01% | 1155 |
|
|
2021
Q3 | $154K | Buy |
10,745
+47
| +0.4% | +$674 | ﹤0.01% | 1284 |
|
|
2021
Q2 | $158K | Buy |
10,698
+40
| +0.4% | +$591 | 0.01% | 1259 |
|
|
2021
Q1 | $162K | Buy |
+10,658
| New | +$162K | 0.01% | 1227 |
|
|
2020
Q4 | – | Sell |
-108,515
| Closed | -$1.02M | – | 1059 |
|
|
2020
Q3 | $1.02M | Buy |
+108,515
| New | +$1.02M | 0.05% | 306 |
|