Burns Matteson Capital Management’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 | – | Sell |
-20,733
| Closed | -$320K | – | 199 |
|
|
2025
Q1 | $320K | Buy |
+20,733
| New | +$320K | 0.17% | 116 |
|
|
2024
Q4 | – | Sell |
-16,481
| Closed | -$337K | – | 176 |
|
|
2024
Q3 | $337K | Buy |
+16,481
| New | +$337K | 0.19% | 106 |
|
|
2022
Q4 | – | Sell |
-19,585
| Closed | -$235K | – | 154 |
|
|
2022
Q3 | $235K | Sell |
19,585
-16,963
| -46% | -$203K | 0.17% | 95 |
|
|
2022
Q2 | $485K | Buy |
36,548
+8,907
| +32% | +$118K | 0.34% | 79 |
|
|
2022
Q1 | $462K | Buy |
+27,641
| New | +$462K | 0.32% | 60 |
|