Clearstead Advisors’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 | $375K | Buy |
18,326
+4,897
| +36% | +$100K | 0.01% | 682 |
|
|
2025
Q1 | $207K | Buy |
13,429
+2,814
| +27% | +$43.4K | ﹤0.01% | 825 |
|
|
2024
Q4 | $227K | Sell |
10,615
-736
| -6% | -$15.7K | ﹤0.01% | 817 |
|
|
2024
Q3 | $232K | Sell |
11,351
-777
| -6% | -$15.9K | ﹤0.01% | 805 |
|
|
2024
Q2 | $257K | Buy |
12,128
+2,019
| +20% | +$42.7K | ﹤0.01% | 733 |
|
|
2024
Q1 | $176K | Sell |
10,109
-158
| -2% | -$2.75K | 0.01% | 491 |
|
|
2023
Q4 | $174K | Sell |
10,267
-10,059
| -49% | -$171K | 0.01% | 472 |
|
|
2023
Q3 | $353K | Buy |
20,326
+10,107
| +99% | +$176K | 0.01% | 452 |
|
|
2023
Q2 | $172K | Buy |
10,219
+57
| +0.6% | +$958 | 0.01% | 452 |
|
|
2023
Q1 | $162K | Sell |
10,162
-321
| -3% | -$5.11K | 0.01% | 423 |
|
|
2022
Q4 | $167K | Buy |
10,483
+1,876
| +22% | +$29.9K | 0.01% | 404 |
|
|
2022
Q3 | $103K | Buy |
8,607
+248
| +3% | +$2.97K | 0.01% | 469 |
|
|
2022
Q2 | $111K | Hold |
8,359
| – | – | 0.01% | 481 |
|
|
2022
Q1 | $140K | Buy |
8,359
+1,075
| +15% | +$18K | 0.01% | 480 |
|
|
2021
Q4 | $115K | Hold |
7,284
| – | – | 0.01% | 497 |
|
|
2021
Q3 | $104K | Sell |
7,284
-123
| -2% | -$1.76K | 0.01% | 474 |
|
|
2021
Q2 | $108K | Buy |
7,407
+123
| +2% | +$1.79K | 0.01% | 439 |
|
|
2021
Q1 | $115K | Hold |
7,284
| – | – | 0.01% | 415 |
|
|
2020
Q4 | $86K | Hold |
7,284
| – | – | 0.01% | 441 |
|
|
2020
Q3 | $68K | Sell |
7,284
-78
| -1% | -$728 | 0.01% | 420 |
|
|
2020
Q2 | $72K | Hold |
7,362
| – | – | 0.01% | 393 |
|
|
2020
Q1 | $71K | Buy |
+7,362
| New | +$71K | 0.01% | 364 |
|