Compass Wealth Management’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,200
| Closed | -$33.2K | – | 260 |
|
|
2025
Q1 | $33.2K | Hold |
1,200
| – | – | 0.01% | 283 |
|
|
2024
Q4 | $39.2K | Sell |
1,200
-5,350
| -82% | -$175K | 0.01% | 267 |
|
|
2024
Q3 | $235K | Hold |
6,550
| – | – | 0.06% | 152 |
|
|
2024
Q2 | $229K | Sell |
6,550
-800
| -11% | -$28K | 0.06% | 152 |
|
|
2024
Q1 | $222K | Sell |
7,350
-2,225
| -23% | -$67.2K | 0.06% | 152 |
|
|
2023
Q4 | $288K | Sell |
9,575
-2,275
| -19% | -$68.5K | 0.08% | 134 |
|
|
2023
Q3 | $305K | Sell |
11,850
-2,250
| -16% | -$57.8K | 0.1% | 128 |
|
|
2023
Q2 | $433K | Sell |
14,100
-400
| -3% | -$12.3K | 0.13% | 118 |
|
|
2023
Q1 | $426K | Hold |
14,500
| – | – | 0.14% | 120 |
|
|
2022
Q4 | $390K | Buy |
+14,500
| New | +$390K | 0.13% | 116 |
|