Carson Wealth (CWM LLC)’s Hewlett Packard HPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Sell |
120,354
-18,409
| -13% | -$376K | 0.01% | 875 |
|
|
2025
Q1 | $2.14M | Sell |
138,763
-24,437
| -15% | -$377K | 0.01% | 807 |
|
|
2024
Q4 | $3.48M | Buy |
163,200
+11,159
| +7% | +$238K | 0.01% | 572 |
|
|
2024
Q3 | $3.11M | Buy |
152,041
+90,062
| +145% | +$1.84M | 0.01% | 566 |
|
|
2024
Q2 | $1.31M | Buy |
61,979
+18,308
| +42% | +$388K | 0.01% | 771 |
|
|
2024
Q1 | $774K | Buy |
43,671
+9,791
| +29% | +$174K | ﹤0.01% | 962 |
|
|
2023
Q4 | $575K | Buy |
33,880
+2,721
| +9% | +$46.2K | ﹤0.01% | 1009 |
|
|
2023
Q3 | $541K | Buy |
31,159
+2,981
| +11% | +$51.8K | ﹤0.01% | 949 |
|
|
2023
Q2 | $473K | Buy |
28,178
+6,326
| +29% | +$106K | ﹤0.01% | 953 |
|
|
2023
Q1 | $348K | Buy |
21,852
+539
| +3% | +$8.58K | ﹤0.01% | 1008 |
|
|
2022
Q4 | $340K | Buy |
21,313
+4,603
| +28% | +$73.4K | ﹤0.01% | 913 |
|
|
2022
Q3 | $200K | Buy |
16,710
+3,578
| +27% | +$42.8K | ﹤0.01% | 1047 |
|
|
2022
Q2 | $174K | Buy |
13,132
+1,036
| +9% | +$13.7K | ﹤0.01% | 1091 |
|
|
2022
Q1 | $202K | Buy |
12,096
+2,605
| +27% | +$43.5K | ﹤0.01% | 1029 |
|
|
2021
Q4 | $150K | Buy |
+9,491
| New | +$150K | ﹤0.01% | 1142 |
|
|
2021
Q2 | $57K | Hold |
3,881
| – | – | ﹤0.01% | 1337 |
|
|
2021
Q1 | $57K | Hold |
3,881
| – | – | ﹤0.01% | 1337 |
|
|
2020
Q4 | $57K | Hold |
3,881
| – | – | ﹤0.01% | 1337 |
|
|
2020
Q3 | $57K | Hold |
3,881
| – | – | ﹤0.01% | 1337 |
|
|
2020
Q2 | $57K | Hold |
3,881
| – | – | ﹤0.01% | 1337 |
|
|
2020
Q1 | $57K | Hold |
3,881
| – | – | ﹤0.01% | 1337 |
|
|
2019
Q4 | $57K | Hold |
3,881
| – | – | ﹤0.01% | 1337 |
|
|
2019
Q3 | $57K | Hold |
3,881
| – | – | ﹤0.01% | 1337 |
|
|
2019
Q2 | $57K | Hold |
3,881
| – | – | ﹤0.01% | 1337 |
|
|
2019
Q1 | $57K | Sell |
3,881
-9,567
| -71% | -$141K | ﹤0.01% | 1337 |
|
|
2018
Q4 | $178K | Buy |
13,448
+8,562
| +175% | +$113K | ﹤0.01% | 621 |
|
|
2018
Q3 | $80K | Buy |
4,886
+446
| +10% | +$7.3K | ﹤0.01% | 653 |
|
|
2018
Q2 | $65K | Sell |
4,440
-1,072
| -19% | -$15.7K | ﹤0.01% | 584 |
|
|
2018
Q1 | $97K | Buy |
5,512
+232
| +4% | +$4.08K | ﹤0.01% | 443 |
|
|
2017
Q4 | $76K | Sell |
5,280
-894
| -14% | -$12.9K | ﹤0.01% | 456 |
|
|
2017
Q3 | $91K | Sell |
6,174
-1,784
| -22% | -$26.3K | ﹤0.01% | 426 |
|
|
2017
Q2 | $102K | Sell |
7,958
-3,284
| -29% | -$42.1K | 0.01% | 380 |
|
|
2017
Q1 | $155K | Sell |
11,242
-929
| -8% | -$12.8K | 0.01% | 316 |
|
|
2016
Q4 | $164K | Sell |
12,171
-2,858
| -19% | -$38.5K | 0.01% | 284 |
|
|
2016
Q3 | $199K | Hold |
15,029
| – | – | 0.01% | 263 |
|
|
2016
Q2 | $160K | Buy |
15,029
+4,549
| +43% | +$48.4K | 0.01% | 256 |
|
|
2016
Q1 | $108K | Buy |
10,480
+1,853
| +21% | +$19.1K | 0.01% | 271 |
|
|
2015
Q4 | $76K | Buy |
+8,627
| New | +$76K | 0.01% | 281 |
|