Concentric Wealth Management’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $329K | Sell |
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|
2024
Q2 | $357K | Sell |
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|
2024
Q1 | $320K | Sell |
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|
2023
Q4 | $328K | Sell |
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|
2023
Q3 | $308K | Sell |
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|
2023
Q2 | $386K | Sell |
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|
2023
Q1 | $407K | Sell |
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|
2022
Q4 | $394K | Sell |
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|
2022
Q3 | $383K | Sell |
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|
2022
Q2 | $507K | Sell |
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|
2022
Q1 | $570K | Sell |
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|
2021
Q4 | $630K | Buy |
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|
2021
Q3 | $442K | Sell |
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|
2021
Q2 | $496K | Hold |
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|
2021
Q1 | $522K | Sell |
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|
2020
Q4 | $432K | Sell |
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|
2020
Q3 | $349K | Buy |
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|
2020
Q2 | $319K | Sell |
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|
2020
Q1 | $357K | Hold |
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|
2019
Q4 | $422K | Sell |
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|
2019
Q3 | $439K | Hold |
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|
2019
Q2 | $482K | Sell |
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|
2019
Q1 | $464K | Sell |
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|
2018
Q4 | $489K | Hold |
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|
2018
Q3 | $616K | Sell |
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|
2018
Q2 | $558K | Hold |
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|
2018
Q1 | $539K | Hold |
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|
2017
Q4 | $517K | Sell |
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|
2017
Q3 | $494K | Hold |
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|
2017
Q2 | $433K | Hold |
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|
2017
Q1 | $443K | Sell |
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|
2016
Q4 | $382K | Buy |
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