Beacon Financial Advisory’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $601K | Buy |
24,563
+682
| +3% | +$16.7K | 0.16% | 172 |
|
|
2025
Q1 | $661K | Sell |
23,881
-122
| -0.5% | -$3.38K | 0.2% | 132 |
|
|
2024
Q4 | $783K | Buy |
24,003
+1,935
| +9% | +$63.1K | 0.25% | 110 |
|
|
2024
Q3 | $792K | Sell |
22,068
-356
| -2% | -$12.8K | 0.27% | 106 |
|
|
2024
Q2 | $785K | Sell |
22,424
-5,889
| -21% | -$206K | 0.29% | 100 |
|
|
2024
Q1 | $856K | Buy |
+28,313
| New | +$856K | 0.42% | 67 |
|