Barry Investment Advisors’s HP HPQ Stock Holding History

Barry Investment Advisors’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 Q1	–	Sell	-7,093	Closed	-$234K	–	110
2024 Q4	$234K	Sell	7,093 -627	-8%	-$22.5K	0.08%	94
2024 Q3	$279K	Sell	7,720 -25	-0.3%	-$881	0.09%	93
2024 Q2	$273K	Buy	7,745 +12	+0.2%	+$381	0.09%	96
2024 Q1	$236K	Buy	7,733 +11	+0.1%	+$324	0.08%	104
2023 Q4	$234K	Buy	+7,722	New	+$216K	0.08%	94
2023 Q3	–	Sell	-7,424	Closed	-$230K	–	117
2023 Q2	$230K	Buy	7,424 +12	+0.2%	+$360	0.08%	108
2023 Q1	$220K	Buy	+7,412	New	+$213K	0.07%	105

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

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Barry Investment Advisors's HPQ Position: Q1 2025 in Review

Barry Investment Advisors sold out of HP (HPQ) in Q1 2025, closing a stake of 7,093 shares — an estimated $234K sold.

Barry Investment Advisors first reported a position in HPQ in Q1 2023 and held it in 7 quarters. The position peaked at $279K in Q3 2024. 1,157 funds tracked by Wall St. Rank hold HPQ as of Q1 2025.

Barry Investment Advisors reported no remaining HP position as of Q1 2025 after selling out during the quarter.
Barry Investment Advisors sold 7,093 HP shares in Q1 2025, an estimated $234K.
Barry Investment Advisors first reported a position in HP in Q1 2023 and held it in 7 quarters.
Barry Investment Advisors's HP position peaked at $279K in Q3 2024.
1,157 funds tracked by Wall St. Rank held HP as of Q1 2025.

Based on Barry Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.