Caldwell Trust’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $184K | Buy |
|
|||||
|
2025
Q2 | $145K | Buy |
|
|||||
|
2025
Q1 | $150K | Buy |
|
|||||
|
2024
Q4 | $139K | Hold |
|
|||||
|
2024
Q3 | $153K | Sell |
|
|||||
|
2024
Q2 | $155K | Buy |
|
|||||
|
2024
Q1 | $125K | Buy |
|
|||||
|
2023
Q4 | $92.7K | Buy |
|
|||||
|
2023
Q3 | $77.2K | Buy |
|
|||||
|
2023
Q2 | $63.7K | Buy |
|
|||||
|
2023
Q1 | $28.3K | Hold |
|
|||||
|
2022
Q4 | $25.9K | Hold |
|
|||||
|
2022
Q3 | $24K | Sell |
|
|||||
|
2022
Q2 | $37.3K | Hold |
|
|||||
|
2022
Q1 | $41.3K | Hold |
|
|||||
|
2021
Q4 | $42.9K | Buy |
|
|||||
|
2021
Q3 | $20.9K | Hold |
|
|||||
|
2021
Q2 | $23.1K | Sell |
|
|||||
|
2021
Q1 | $28.6K | Buy |
|
|||||
|
2020
Q4 | $17.2K | Sell |
|
|||||
|
2020
Q3 | $22.9K | Sell |
|
|||||
|
2020
Q2 | $34.8K | Sell |
|
|||||
|
2020
Q1 | $42.1K | Hold |
|
|||||
|
2019
Q4 | $49.8K | Buy |
|