CIA
Concurrent Investment Advisors’s Hewlett Packard HPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Sell |
44,447
-56,976
| -56% | -$1.17M | 0.02% | 623 |
|
|
2025
Q1 | $1.56M | Buy |
101,423
+19,951
| +24% | +$308K | 0.04% | 417 |
|
|
2024
Q4 | $1.74M | Buy |
81,472
+4,727
| +6% | +$101K | 0.05% | 353 |
|
|
2024
Q3 | $1.57M | Buy |
76,745
+45,807
| +148% | +$937K | 0.05% | 367 |
|
|
2024
Q2 | $655K | Buy |
30,938
+17,938
| +138% | +$380K | 0.02% | 520 |
|
|
2024
Q1 | $230K | Sell |
13,000
-11
| -0.1% | -$195 | 0.01% | 747 |
|
|
2023
Q4 | $221K | Buy |
+13,011
| New | +$221K | 0.01% | 733 |
|