Buckingham Strategic Wealth’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $951K | Buy |
44,905
+5,835
| +15% | +$124K | 0.01% | 337 |
|
|
2024
Q1 | $693K | Buy |
39,070
+1,299
| +3% | +$23K | 0.01% | 404 |
|
|
2023
Q4 | $641K | Sell |
37,771
-4,651
| -11% | -$79K | 0.01% | 400 |
|
|
2023
Q3 | $737K | Buy |
42,422
+13,929
| +49% | +$242K | 0.01% | 345 |
|
|
2023
Q2 | $479K | Buy |
28,493
+4,321
| +18% | +$72.6K | 0.01% | 431 |
|
|
2023
Q1 | $386K | Hold |
24,172
| – | – | 0.01% | 438 |
|
|
2022
Q4 | $386K | Sell |
24,172
-995
| -4% | -$15.9K | 0.01% | 440 |
|
|
2022
Q3 | $302K | Sell |
25,167
-3,906
| -13% | -$46.9K | 0.01% | 465 |
|
|
2022
Q2 | $386K | Buy |
29,073
+4,545
| +19% | +$60.3K | 0.01% | 425 |
|
|
2022
Q1 | $410K | Sell |
24,528
-6,434
| -21% | -$108K | 0.01% | 403 |
|
|
2021
Q4 | $488K | Buy |
30,962
+1,180
| +4% | +$18.6K | 0.01% | 374 |
|
|
2021
Q3 | $424K | Sell |
29,782
-734
| -2% | -$10.5K | 0.01% | 392 |
|
|
2021
Q2 | $445K | Buy |
30,516
+1,002
| +3% | +$14.6K | 0.01% | 390 |
|
|
2021
Q1 | $465K | Buy |
29,514
+256
| +0.9% | +$4.03K | 0.02% | 344 |
|
|
2020
Q4 | $347K | Buy |
29,258
+619
| +2% | +$7.34K | 0.02% | 391 |
|
|
2020
Q3 | $268K | Buy |
28,639
+2,811
| +11% | +$26.3K | 0.02% | 397 |
|
|
2020
Q2 | $251K | Sell |
25,828
-609
| -2% | -$5.92K | 0.02% | 347 |
|
|
2020
Q1 | $257K | Sell |
26,437
-10,253
| -28% | -$99.7K | 0.02% | 375 |
|
|
2019
Q4 | $582K | Buy |
36,690
+190
| +0.5% | +$3.01K | 0.06% | 220 |
|
|
2019
Q3 | $554K | Buy |
36,500
+14,612
| +67% | +$222K | 0.06% | 216 |
|
|
2019
Q2 | $327K | Buy |
21,888
+11,730
| +115% | +$175K | 0.04% | 315 |
|
|
2019
Q1 | $157K | Buy |
+10,158
| New | +$157K | 0.02% | 403 |
|
|
2017
Q3 | – | Sell |
-24,097
| Closed | -$310K | – | 297 |
|
|
2017
Q2 | $310K | Sell |
24,097
-9,881
| -29% | -$127K | 0.07% | 215 |
|
|
2017
Q1 | $468K | Buy |
33,978
+183
| +0.5% | +$2.52K | 0.14% | 144 |
|
|
2016
Q4 | $455K | Buy |
33,795
+229
| +0.7% | +$3.08K | 0.15% | 124 |
|
|
2016
Q3 | $444K | Sell |
33,566
-202
| -0.6% | -$2.67K | 0.15% | 114 |
|
|
2016
Q2 | $359K | Sell |
33,768
-25
| -0.1% | -$266 | 0.12% | 137 |
|
|
2016
Q1 | $348K | Buy |
+33,793
| New | +$348K | 0.12% | 134 |
|