BerganKDV Wealth Management’s HP HPQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $32.3K | Sell |
1,053
-71
| -6% | -$2.18K | ﹤0.01% | 430 |
|
2023
Q1 | $33K | Sell |
1,124
-50
| -4% | -$1.47K | ﹤0.01% | 443 |
|
2022
Q4 | $31.5K | Buy |
1,174
+48
| +4% | +$1.29K | ﹤0.01% | 436 |
|
2022
Q3 | $28K | Sell |
1,126
-5
| -0.4% | -$124 | ﹤0.01% | 442 |
|
2022
Q2 | $37K | Buy |
1,131
+5
| +0.4% | +$164 | ﹤0.01% | 419 |
|
2022
Q1 | $41K | Buy |
1,126
+1
| +0.1% | +$36 | ﹤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% | +$30 | ﹤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% | -$4.31K | ﹤0.01% | 457 |
|
2020
Q1 | $24K | Hold |
1,366
| – | – | ﹤0.01% | 396 |
|
2019
Q4 | $28K | Buy |
1,366
+250
| +22% | +$5.12K | 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 | +$25K | 0.01% | 400 |
|