Beverly Hills Private Wealth’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
$457K Sell
22,337
-1,270
-5% -$26K 0.09% 190
2025
Q1
$364K Buy
23,607
+199
+0.9% +$3.07K 0.07% 222
2024
Q4
$500K Buy
23,408
+6,626
+39% +$141K 0.1% 172
2024
Q3
$343K Sell
16,782
-3,221
-16% -$65.9K 0.07% 247
2024
Q2
$423K Buy
20,003
+7,449
+59% +$158K 0.09% 206
2024
Q1
$223K Sell
12,554
-597
-5% -$10.6K 0.05% 326
2023
Q4
$223K Buy
+13,151
New +$223K 0.06% 304