Bartlett & Co 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
Q2 | $291K | Sell |
14,127
-6
| -0% | -$123 | ﹤0.01% | 397 |
|
|
2025
Q1 | $220K | Sell |
14,133
-510
| -3% | -$7.94K | ﹤0.01% | 434 |
|
|
2024
Q4 | $315K | Sell |
14,643
-2,000
| -12% | -$43K | ﹤0.01% | 387 |
|
|
2024
Q3 | $343K | Buy |
16,643
+500
| +3% | +$10.3K | ﹤0.01% | 381 |
|
|
2024
Q2 | $344K | Buy |
16,143
+1,500
| +10% | +$32K | 0.01% | 374 |
|
|
2024
Q1 | $262K | Buy |
14,643
+1,016
| +7% | +$18.1K | ﹤0.01% | 421 |
|
|
2023
Q4 | $236K | Sell |
13,627
-1,100
| -7% | -$19K | ﹤0.01% | 449 |
|
|
2023
Q3 | $258K | Hold |
14,727
| – | – | ﹤0.01% | 416 |
|
|
2023
Q2 | $249K | Buy |
14,727
+1,100
| +8% | +$18.6K | ﹤0.01% | 425 |
|
|
2023
Q1 | $219K | Hold |
13,627
| – | – | ﹤0.01% | 369 |
|
|
2022
Q4 | $219K | Hold |
13,627
| – | – | ﹤0.01% | 374 |
|
|
2022
Q3 | $165K | Hold |
13,627
| – | – | ﹤0.01% | 398 |
|
|
2022
Q2 | $182K | Hold |
13,627
| – | – | ﹤0.01% | 386 |
|
|
2022
Q1 | $229K | Hold |
13,627
| – | – | ﹤0.01% | 369 |
|
|
2021
Q4 | $217K | Hold |
13,627
| – | – | ﹤0.01% | 382 |
|
|
2021
Q3 | $196K | Buy |
13,627
+12,627
| +1,263% | +$181K | ﹤0.01% | 336 |
|
|
2021
Q2 | $14.7K | Hold |
1,000
| – | – | ﹤0.01% | 656 |
|
|
2021
Q1 | $15.8K | Sell |
1,000
-24,235
| -96% | -$384K | ﹤0.01% | 688 |
|
|
2020
Q4 | $299K | Buy |
25,235
+1,000
| +4% | +$11.9K | 0.01% | 294 |
|
|
2020
Q3 | $230K | Sell |
24,235
-650
| -3% | -$6.17K | 0.01% | 298 |
|
|
2020
Q2 | $245K | Sell |
24,885
-800
| -3% | -$7.88K | 0.01% | 292 |
|
|
2020
Q1 | $252K | Sell |
25,685
-200
| -0.8% | -$1.97K | 0.01% | 280 |
|
|
2019
Q4 | $414K | Sell |
25,885
-850
| -3% | -$13.6K | 0.01% | 273 |
|
|
2019
Q3 | $409K | Buy |
26,735
+1,200
| +5% | +$18.3K | 0.01% | 269 |
|
|
2019
Q2 | $385K | Hold |
25,535
| – | – | 0.01% | 216 |
|
|
2019
Q1 | $397K | Hold |
25,535
| – | – | 0.02% | 213 |
|
|
2018
Q4 | $340K | Hold |
25,535
| – | – | 0.01% | 219 |
|
|
2018
Q3 | $419K | Hold |
25,535
| – | – | 0.02% | 212 |
|
|
2018
Q2 | $376K | Hold |
25,535
| – | – | 0.02% | 215 |
|
|
2018
Q1 | $450K | Buy |
+25,535
| New | +$450K | 0.02% | 204 |
|