BWM
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BerganKDV Wealth Management’s HP HPQ Stock Holding History

BerganKDV Wealth Management’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
2023
Q2 		$32.3K Sell
1,053
-71
-6% -$2.13K ﹤0.01% 430
2023
Q1 		$33K Sell
1,124
-50
-4% -$1.44K ﹤0.01% 443
2022
Q4 		$31.5K Buy
1,174
+48
+4% +$1.33K ﹤0.01% 436
2022
Q3 		$28K Sell
1,126
-5
-0.4% -$154 ﹤0.01% 442
2022
Q2 		$37K Buy
1,131
+5
+0.4% +$184 ﹤0.01% 419
2022
Q1 		$41K Buy
1,126
+1
+0.1% +$37 ﹤0.01% 414
2021
Q4 		$42K Hold
1,125
– – ﹤0.01% 449
2021
Q3 		$31K Hold
1,125
– – ﹤0.01% 462
2021
Q2 		$34K Buy
1,125
+1
+0.1% +$32 ﹤0.01% 440
2021
Q1 		$36K Hold
1,124
– – ﹤0.01% 407
2020
Q4 		$28K Hold
1,124
– – ﹤0.01% 424
2020
Q3 		$21K Hold
1,124
– – ﹤0.01% 423
2020
Q2 		$20K Sell
1,124
-242
-18% -$3.85K ﹤0.01% 457
2020
Q1 		$24K Hold
1,366
– – ﹤0.01% 396
2019
Q4 		$28K Buy
1,366
+250
+22% +$4.74K 0.01% 405
2019
Q3 		$21K Hold
1,116
– – ﹤0.01% 423
2019
Q2 		$23K Hold
1,116
– – ﹤0.01% 411
2019
Q1 		$22K Hold
1,116
– – ﹤0.01% 423
2018
Q4 		$23K Hold
1,116
– – 0.01% 377
2018
Q3 		$29K Hold
1,116
– – 0.01% 374
2018
Q2 		$25K Buy
+1,116
New +$24.9K 0.01% 400

Other funds holding HPQ

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return