Caldwell Trust’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Buy |
5,936
+526
|
|
||||
|
2025
Q1 | $150K | Buy |
5,410
+1,156
|
|
||||
|
2024
Q4 | $139K | Hold |
4,254
|
|
||||
|
2024
Q3 | $153K | Sell |
4,254
-177
|
|
||||
|
2024
Q2 | $155K | Buy |
4,431
+290
|
|
||||
|
2024
Q1 | $125K | Buy |
4,141
+1,059
|
|
||||
|
2023
Q4 | $92.7K | Buy |
3,082
+80
|
|
||||
|
2023
Q3 | $77.2K | Buy |
3,002
+929
|
|
||||
|
2023
Q2 | $63.7K | Buy |
2,073
+1,109
|
|
||||
|
2023
Q1 | $28.3K | Hold |
964
|
|
||||
|
2022
Q4 | $25.9K | Hold |
964
|
|
||||
|
2022
Q3 | $24K | Sell |
964
-174
|
|
||||
|
2022
Q2 | $37.3K | Hold |
1,138
|
|
||||
|
2022
Q1 | $41.3K | Hold |
1,138
|
|
||||
|
2021
Q4 | $42.9K | Buy |
1,138
+374
|
|
||||
|
2021
Q3 | $20.9K | Hold |
764
|
|
||||
|
2021
Q2 | $23.1K | Sell |
764
-136
|
|
||||
|
2021
Q1 | $28.6K | Buy |
900
+200
|
|
||||
|
2020
Q4 | $17.2K | Sell |
700
-508
|
|
||||
|
2020
Q3 | $22.9K | Sell |
1,208
-787
|
|
||||
|
2020
Q2 | $34.8K | Sell |
1,995
-428
|
|
||||
|
2020
Q1 | $42.1K | Hold |
2,423
|
|
||||
|
2019
Q4 | $49.8K | Buy |
+2,423
|
|