Cerity Partners’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 | $4.27M | Sell |
208,887
-111,190
| -35% | -$2.27M | 0.01% | 880 |
|
|
2025
Q1 | $4.94M | Buy |
320,077
+3,537
| +1% | +$54.6K | 0.01% | 735 |
|
|
2024
Q4 | $6.71M | Buy |
316,540
+14,338
| +5% | +$304K | 0.01% | 614 |
|
|
2024
Q3 | $6.18M | Buy |
302,202
+154,563
| +105% | +$3.16M | 0.01% | 632 |
|
|
2024
Q2 | $3.13M | Sell |
147,639
-2,815
| -2% | -$59.6K | 0.01% | 746 |
|
|
2024
Q1 | $2.67M | Buy |
150,454
+57,970
| +63% | +$1.03M | 0.01% | 863 |
|
|
2023
Q4 | $1.57M | Buy |
92,484
+54,182
| +141% | +$921K | 0.01% | 839 |
|
|
2023
Q3 | $666K | Sell |
38,302
-35,636
| -48% | -$620K | ﹤0.01% | 871 |
|
|
2023
Q2 | $1.24M | Buy |
73,938
+3,857
| +6% | +$64.9K | ﹤0.01% | 855 |
|
|
2023
Q1 | $1.12M | Buy |
70,081
+16,797
| +32% | +$268K | ﹤0.01% | 928 |
|
|
2022
Q4 | $851K | Buy |
53,284
+487
| +0.9% | +$7.77K | 0.01% | 740 |
|
|
2022
Q3 | $632K | Sell |
52,797
-11,219
| -18% | -$134K | 0.01% | 629 |
|
|
2022
Q2 | $846K | Buy |
64,016
+17,629
| +38% | +$233K | 0.01% | 594 |
|
|
2022
Q1 | $775K | Sell |
46,387
-1,386
| -3% | -$23.2K | 0.01% | 490 |
|
|
2021
Q4 | $755K | Buy |
47,773
+9,965
| +26% | +$157K | 0.01% | 491 |
|
|
2021
Q3 | $539K | Sell |
37,808
-1,358
| -3% | -$19.4K | 0.01% | 447 |
|
|
2021
Q2 | $571K | Buy |
39,166
+117
| +0.3% | +$1.71K | 0.01% | 447 |
|
|
2021
Q1 | $615K | Sell |
39,049
-279
| -0.7% | -$4.39K | 0.01% | 410 |
|
|
2020
Q4 | $466K | Buy |
+39,328
| New | +$466K | 0.01% | 429 |
|