Carolinas Wealth Consulting’s HP HPQ Stock Holding History

Carolinas Wealth Consulting’s Portfolio HPQ Stock Details HPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-66	Closed	-$1.83K	–	412
2025 Q1	$1.83K	Sell	66 -5	-7%	-$158	﹤0.01%	824
2024 Q4	$2.34K	Hold	71	–	–	﹤0.01%	795
2024 Q3	$2.57K	Hold	71	–	–	﹤0.01%	771
2024 Q2	$2.51K	Hold	71	–	–	﹤0.01%	759
2024 Q1	$2.17K	Buy	71 +5	+8%	+$147	﹤0.01%	784
2023 Q4	$2K	Hold	66	–	–	﹤0.01%	738
2023 Q3	$1.74K	Sell	66 -22	-25%	-$675	﹤0.01%	763
2023 Q2	$2.73K	Hold	88	–	–	﹤0.01%	774
2023 Q1	$2.61K	Hold	88	–	–	﹤0.01%	781
2022 Q4	$2.39K	Sell	88 -70	-44%	-$1.94K	﹤0.01%	788
2022 Q3	$4K	Hold	158	–	–	﹤0.01%	678
2022 Q2	$5K	Buy	158 +1	+0.6%	+$37	﹤0.01%	654
2022 Q1	$6K	Hold	157	–	–	﹤0.01%	678
2021 Q4	$6K	Hold	157	–	–	﹤0.01%	684
2021 Q3	$4K	Buy	157 +1	+0.6%	+$29	﹤0.01%	701
2021 Q2	$5K	Hold	156	–	–	﹤0.01%	697
2021 Q1	$5K	Buy	156 +1	+0.6%	+$28	﹤0.01%	710
2020 Q4	$4K	Buy	155 +1	+0.6%	+$21	﹤0.01%	672
2020 Q3	$3K	Buy	154 +88	+133%	+$1.61K	﹤0.01%	637
2020 Q2	$1K	Buy	+66	New	+$1.05K	﹤0.01%	573

Other funds holding HPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carolinas Wealth Consulting's HPQ Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of HP (HPQ) in Q2 2025, closing a stake of 66 shares — an estimated $1.83K sold.

Carolinas Wealth Consulting first reported a position in HPQ in Q2 2020 and held it in 20 quarters. The position peaked at $6K in Q1 2022. 1,098 funds tracked by Wall St. Rank hold HPQ as of Q2 2025.

Carolinas Wealth Consulting reported no remaining HP position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 66 HP shares in Q2 2025, an estimated $1.83K.
Carolinas Wealth Consulting first reported a position in HP in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's HP position peaked at $6K in Q1 2022.
1,098 funds tracked by Wall St. Rank held HP as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.