Carson Wealth (CWM LLC)’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.96M | Sell |
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|
2025
Q2 | $2.46M | Sell |
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|
2025
Q1 | $2.14M | Sell |
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|
2024
Q4 | $3.48M | Buy |
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|
2024
Q3 | $3.11M | Buy |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $774K | Buy |
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|
2023
Q4 | $575K | Buy |
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|
2023
Q3 | $541K | Buy |
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|
2023
Q2 | $473K | Buy |
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|
2023
Q1 | $348K | Buy |
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|
2022
Q4 | $340K | Buy |
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|
2022
Q3 | $200K | Buy |
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|
2022
Q2 | $174K | Buy |
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|
2022
Q1 | $202K | Buy |
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|
2021
Q4 | $150K | Buy |
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|
2021
Q2 | $57K | Hold |
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|
2021
Q1 | $57K | Hold |
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|
2020
Q4 | $57K | Hold |
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|
2020
Q3 | $57K | Hold |
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|
2020
Q2 | $57K | Hold |
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|
2020
Q1 | $57K | Hold |
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|
2019
Q4 | $57K | Hold |
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|
2019
Q3 | $57K | Hold |
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|
2019
Q2 | $57K | Hold |
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|
2019
Q1 | $57K | Sell |
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|
2018
Q4 | $178K | Buy |
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|
2018
Q3 | $80K | Buy |
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|
2018
Q2 | $65K | Sell |
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|
2018
Q1 | $97K | Buy |
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|
2017
Q4 | $76K | Sell |
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|
2017
Q3 | $91K | Sell |
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|
2017
Q2 | $102K | Sell |
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|
2017
Q1 | $155K | Sell |
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|
2016
Q4 | $164K | Sell |
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|
2016
Q3 | $199K | Hold |
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|
2016
Q2 | $160K | Buy |
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|
2016
Q1 | $108K | Buy |
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|
2015
Q4 | $76K | Buy |
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