Caldwell Trust’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Hold |
928
|
|
||||
|
2025
Q1 | $14.3K | Hold |
928
|
|
||||
|
2024
Q4 | $19.8K | Hold |
928
|
|
||||
|
2024
Q3 | $19K | Hold |
928
|
|
||||
|
2024
Q2 | $19.6K | Hold |
928
|
|
||||
|
2024
Q1 | $16.5K | Hold |
928
|
|
||||
|
2023
Q4 | $15.8K | Hold |
928
|
|
||||
|
2023
Q3 | $16.1K | Sell |
928
-98
|
|
||||
|
2023
Q2 | $17.2K | Hold |
1,026
|
|
||||
|
2023
Q1 | $16.3K | Hold |
1,026
|
|
||||
|
2022
Q4 | $16.4K | Buy |
1,026
+98
|
|
||||
|
2022
Q3 | $11.1K | Hold |
928
|
|
||||
|
2022
Q2 | $12.3K | Hold |
928
|
|
||||
|
2022
Q1 | $15.5K | Hold |
928
|
|
||||
|
2021
Q4 | $14.6K | Hold |
928
|
|
||||
|
2021
Q3 | $13.2K | Hold |
928
|
|
||||
|
2021
Q2 | $13.5K | Hold |
928
|
|
||||
|
2021
Q1 | $14.6K | Hold |
928
|
|
||||
|
2020
Q4 | $11K | Hold |
928
|
|
||||
|
2020
Q3 | $8.7K | Sell |
928
-777
|
|
||||
|
2020
Q2 | $16.6K | Hold |
1,705
|
|
||||
|
2020
Q1 | $16.6K | Hold |
1,705
|
|
||||
|
2019
Q4 | $27K | Buy |
+1,705
|
|