Bartlett & Co Wealth Management’s HP HPQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $247K | Sell |
9,947
-1,473
| -13% | -$36.5K | ﹤0.01% | 418 |
|
2025
Q1 | $320K | Sell |
11,420
-11
| -0.1% | -$308 | ﹤0.01% | 388 |
|
2024
Q4 | $376K | Hold |
11,431
| – | – | 0.01% | 364 |
|
2024
Q3 | $413K | Hold |
11,431
| – | – | 0.01% | 353 |
|
2024
Q2 | $403K | Sell |
11,431
-12,200
| -52% | -$431K | 0.01% | 350 |
|
2024
Q1 | $721K | Sell |
23,631
-3,984
| -14% | -$121K | 0.01% | 295 |
|
2023
Q4 | $841K | Buy |
27,615
+5,795
| +27% | +$176K | 0.01% | 299 |
|
2023
Q3 | $567K | Sell |
21,820
-3,475
| -14% | -$90.2K | 0.01% | 317 |
|
2023
Q2 | $784K | Buy |
25,295
+13,280
| +111% | +$411K | 0.01% | 299 |
|
2023
Q1 | $356K | Hold |
12,015
| – | – | 0.01% | 319 |
|
2022
Q4 | $326K | Sell |
12,015
-125
| -1% | -$3.39K | 0.01% | 332 |
|
2022
Q3 | $306K | Sell |
12,140
-433
| -3% | -$10.9K | 0.01% | 324 |
|
2022
Q2 | $416K | Sell |
12,573
-2,077
| -14% | -$68.7K | 0.01% | 296 |
|
2022
Q1 | $535K | Buy |
14,650
+423
| +3% | +$15.5K | 0.01% | 291 |
|
2021
Q4 | $539K | Buy |
14,227
+200
| +1% | +$7.58K | 0.01% | 287 |
|
2021
Q3 | $386K | Buy |
14,027
+13,007
| +1,275% | +$358K | 0.01% | 276 |
|
2021
Q2 | $31K | Hold |
1,020
| – | – | ﹤0.01% | 579 |
|
2021
Q1 | $32.6K | Sell |
1,020
-24,535
| -96% | -$783K | ﹤0.01% | 604 |
|
2020
Q4 | $628K | Buy |
25,555
+1,320
| +5% | +$32.5K | 0.01% | 231 |
|
2020
Q3 | $465K | Sell |
24,235
-1,967
| -8% | -$37.7K | 0.01% | 247 |
|
2020
Q2 | $462K | Sell |
26,202
-1,176
| -4% | -$20.7K | 0.01% | 243 |
|
2020
Q1 | $480K | Buy |
27,378
+1,200
| +5% | +$21K | 0.01% | 232 |
|
2019
Q4 | $543K | Sell |
26,178
-200
| -0.8% | -$4.15K | 0.01% | 256 |
|
2019
Q3 | $503K | Buy |
26,378
+1,556
| +6% | +$29.7K | 0.01% | 254 |
|
2019
Q2 | $520K | Buy |
24,822
+20
| +0.1% | +$419 | 0.02% | 201 |
|
2019
Q1 | $486K | Hold |
24,802
| – | – | 0.02% | 205 |
|
2018
Q4 | $511K | Hold |
24,802
| – | – | 0.02% | 198 |
|
2018
Q3 | $643K | Sell |
24,802
-311
| -1% | -$8.06K | 0.02% | 189 |
|
2018
Q2 | $573K | Hold |
25,113
| – | – | 0.02% | 193 |
|
2018
Q1 | $554K | Buy |
+25,113
| New | +$554K | 0.02% | 190 |
|