Center for Financial Planning’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 | $6.46K | Hold |
316
| – | – | ﹤0.01% | 499 |
|
2025
Q1 | $4.88K | Hold |
316
| – | – | ﹤0.01% | 531 |
|
2024
Q4 | $6.75K | Hold |
316
| – | – | ﹤0.01% | 462 |
|
2024
Q3 | $6.47K | Hold |
316
| – | – | ﹤0.01% | 439 |
|
2024
Q2 | $6.69K | Hold |
316
| – | – | ﹤0.01% | 435 |
|
2024
Q1 | $5.6K | Sell |
316
-955
| -75% | -$16.9K | ﹤0.01% | 466 |
|
2023
Q4 | $21.6K | Sell |
1,271
-325
| -20% | -$5.52K | ﹤0.01% | 304 |
|
2023
Q3 | $27.7K | Sell |
1,596
-300
| -16% | -$5.21K | 0.01% | 275 |
|
2023
Q2 | $31.9K | Hold |
1,896
| – | – | 0.01% | 277 |
|
2023
Q1 | $30.2K | Sell |
1,896
-589
| -24% | -$9.38K | 0.01% | 266 |
|
2022
Q4 | $39.7K | Hold |
2,485
| – | – | 0.01% | 238 |
|
2022
Q3 | $30K | Sell |
2,485
-190
| -7% | -$2.29K | 0.01% | 259 |
|
2022
Q2 | $35K | Hold |
2,675
| – | – | 0.01% | 243 |
|
2022
Q1 | $45K | Hold |
2,675
| – | – | 0.01% | 237 |
|
2021
Q4 | $42K | Hold |
2,675
| – | – | 0.01% | 248 |
|
2021
Q3 | $38K | Hold |
2,675
| – | – | 0.01% | 248 |
|
2021
Q2 | $39K | Buy |
2,675
+1,980
| +285% | +$28.9K | 0.01% | 242 |
|
2021
Q1 | $11K | Hold |
695
| – | – | ﹤0.01% | 372 |
|
2020
Q4 | $8K | Hold |
695
| – | – | ﹤0.01% | 356 |
|
2020
Q3 | $7K | Hold |
695
| – | – | ﹤0.01% | 336 |
|
2020
Q2 | $7K | Sell |
695
-400
| -37% | -$4.03K | ﹤0.01% | 335 |
|
2020
Q1 | $11K | Sell |
1,095
-632
| -37% | -$6.35K | ﹤0.01% | 308 |
|
2019
Q4 | $27K | Buy |
+1,727
| New | +$27K | 0.01% | 234 |
|