Concord Wealth 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 | $19.7K | Buy |
962
+4
| +0.4% | +$82 | ﹤0.01% | 462 |
|
|
2025
Q1 | $14.8K | Sell |
958
-1,042
| -52% | -$16.1K | ﹤0.01% | 466 |
|
|
2024
Q4 | $42.7K | Buy |
2,000
+10
| +0.5% | +$213 | 0.01% | 351 |
|
|
2024
Q3 | $40.7K | Sell |
1,990
-231
| -10% | -$4.73K | 0.01% | 362 |
|
|
2024
Q2 | $47K | Sell |
2,221
-584
| -21% | -$12.4K | 0.01% | 318 |
|
|
2024
Q1 | $49.7K | Buy |
2,805
+12
| +0.4% | +$213 | 0.01% | 353 |
|
|
2023
Q4 | $47.4K | Buy |
2,793
+10
| +0.4% | +$170 | 0.01% | 365 |
|
|
2023
Q3 | $48.3K | Buy |
2,783
+279
| +11% | +$4.85K | 0.01% | 384 |
|
|
2023
Q2 | $42.1K | Buy |
2,504
+436
| +21% | +$7.33K | 0.01% | 391 |
|
|
2023
Q1 | $32.9K | Sell |
2,068
-786
| -28% | -$12.5K | 0.01% | 411 |
|
|
2022
Q4 | $45.5K | Buy |
+2,854
| New | +$45.5K | 0.01% | 394 |
|
|
2022
Q3 | – | Sell |
-7,582
| Closed | -$101K | – | 576 |
|
|
2022
Q2 | $101K | Buy |
7,582
+1,022
| +16% | +$13.6K | 0.03% | 263 |
|
|
2022
Q1 | $110K | Buy |
6,560
+1,108
| +20% | +$18.6K | 0.03% | 286 |
|
|
2021
Q4 | $86K | Buy |
5,452
+4,859
| +819% | +$76.6K | 0.02% | 334 |
|
|
2021
Q3 | $8K | Sell |
593
-2,910
| -83% | -$39.3K | ﹤0.01% | 500 |
|
|
2021
Q2 | $51K | Buy |
3,503
+1,892
| +117% | +$27.5K | 0.01% | 352 |
|
|
2021
Q1 | $25K | Buy |
+1,611
| New | +$25K | 0.01% | 439 |
|