Capital Analysts LLC’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 | $30K | Sell |
1,459
-119
| -8% | -$2.45K | ﹤0.01% | 916 |
|
|
2025
Q1 | $24K | Hold |
1,578
| – | – | ﹤0.01% | 948 |
|
|
2024
Q4 | $34K | Sell |
1,578
-124
| -7% | -$2.67K | ﹤0.01% | 829 |
|
|
2024
Q3 | $35K | Buy |
1,702
+1,338
| +368% | +$27.5K | ﹤0.01% | 799 |
|
|
2024
Q2 | $8K | Buy |
+364
| New | +$8K | ﹤0.01% | 989 |
|
|
2023
Q4 | – | Sell |
-187
| Closed | -$3K | – | 1153 |
|
|
2023
Q3 | $3K | Buy |
+187
| New | +$3K | ﹤0.01% | 1023 |
|
|
2021
Q2 | – | Sell |
-32
| Closed | -$1K | – | 1004 |
|
|
2021
Q1 | $1K | Sell |
32
-101
| -76% | -$3.16K | ﹤0.01% | 1015 |
|
|
2020
Q4 | $2K | Buy |
133
+2
| +2% | +$30 | ﹤0.01% | 688 |
|
|
2020
Q3 | $1K | Buy |
131
+2
| +2% | +$15 | ﹤0.01% | 732 |
|
|
2020
Q2 | $1K | Buy |
129
+2
| +2% | +$16 | ﹤0.01% | 682 |
|
|
2020
Q1 | $1K | Hold |
127
| – | – | ﹤0.01% | 660 |
|
|
2019
Q4 | $2K | Buy |
127
+1
| +0.8% | +$16 | ﹤0.01% | 669 |
|
|
2019
Q3 | $1K | Buy |
+126
| New | +$1K | ﹤0.01% | 671 |
|
|
2016
Q4 | – | Sell |
-53
| Closed | -$705 | – | 366 |
|
|
2016
Q3 | $705 | Buy |
+53
| New | +$705 | ﹤0.01% | 372 |
|
|
2016
Q2 | – | Sell |
-53
| Closed | -$549 | – | 352 |
|
|
2016
Q1 | $549 | Buy |
+53
| New | +$549 | ﹤0.01% | 383 |
|