Creative Planning’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 | $5.35M | Buy |
261,503
+44,208
| +20% | +$904K | ﹤0.01% | 730 |
|
|
2025
Q1 | $3.35M | Sell |
217,295
-4,944
| -2% | -$76.3K | ﹤0.01% | 882 |
|
|
2024
Q4 | $4.74M | Buy |
222,239
+25,220
| +13% | +$538K | ﹤0.01% | 685 |
|
|
2024
Q3 | $4.03M | Buy |
197,019
+6,098
| +3% | +$125K | ﹤0.01% | 722 |
|
|
2024
Q2 | $4.04M | Buy |
190,921
+22,032
| +13% | +$466K | ﹤0.01% | 696 |
|
|
2024
Q1 | $2.99M | Buy |
168,889
+21,728
| +15% | +$385K | ﹤0.01% | 801 |
|
|
2023
Q4 | $2.5M | Buy |
147,161
+1,505
| +1% | +$25.6K | ﹤0.01% | 818 |
|
|
2023
Q3 | $2.53M | Buy |
145,656
+2,262
| +2% | +$39.3K | ﹤0.01% | 757 |
|
|
2023
Q2 | $2.41M | Sell |
143,394
-179
| -0.1% | -$3.01K | ﹤0.01% | 735 |
|
|
2023
Q1 | $2.29M | Buy |
143,573
+14,658
| +11% | +$234K | ﹤0.01% | 733 |
|
|
2022
Q4 | $2.06M | Buy |
128,915
+16,778
| +15% | +$268K | ﹤0.01% | 736 |
|
|
2022
Q3 | $1.34M | Buy |
112,137
+6,382
| +6% | +$76.4K | ﹤0.01% | 833 |
|
|
2022
Q2 | $1.4M | Buy |
105,755
+7,946
| +8% | +$105K | ﹤0.01% | 833 |
|
|
2022
Q1 | $1.64M | Sell |
97,809
-14,051
| -13% | -$235K | ﹤0.01% | 784 |
|
|
2021
Q4 | $1.76M | Buy |
111,860
+2,939
| +3% | +$46.3K | ﹤0.01% | 726 |
|
|
2021
Q3 | $1.55M | Buy |
108,921
+14,514
| +15% | +$207K | ﹤0.01% | 764 |
|
|
2021
Q2 | $1.38M | Buy |
94,407
+56
| +0.1% | +$816 | ﹤0.01% | 806 |
|
|
2021
Q1 | $1.49M | Sell |
94,351
-513
| -0.5% | -$8.07K | ﹤0.01% | 832 |
|
|
2020
Q4 | $1.12M | Sell |
94,864
-12,717
| -12% | -$151K | ﹤0.01% | 884 |
|
|
2020
Q3 | $1.01M | Buy |
107,581
+8,557
| +9% | +$80.2K | ﹤0.01% | 792 |
|
|
2020
Q2 | $964K | Sell |
99,024
-13,345
| -12% | -$130K | ﹤0.01% | 743 |
|
|
2020
Q1 | $1.09M | Buy |
112,369
+2,400
| +2% | +$23.3K | ﹤0.01% | 604 |
|
|
2019
Q4 | $1.74M | Sell |
109,969
-4,133
| -4% | -$65.5K | 0.01% | 559 |
|
|
2019
Q3 | $1.73M | Sell |
114,102
-4,925
| -4% | -$74.7K | 0.01% | 539 |
|
|
2019
Q2 | $1.78M | Buy |
119,027
+978
| +0.8% | +$14.6K | 0.01% | 535 |
|
|
2019
Q1 | $1.82M | Sell |
118,049
-189
| -0.2% | -$2.92K | 0.01% | 493 |
|
|
2018
Q4 | $1.56M | Buy |
118,238
+6,362
| +6% | +$84K | 0.01% | 490 |
|
|
2018
Q3 | $1.83M | Sell |
111,876
-794
| -0.7% | -$13K | 0.01% | 503 |
|
|
2018
Q2 | $1.65M | Sell |
112,670
-1,295
| -1% | -$18.9K | 0.01% | 524 |
|
|
2018
Q1 | $2M | Sell |
113,965
-2,314
| -2% | -$40.6K | 0.01% | 463 |
|
|
2017
Q4 | $1.67M | Sell |
116,279
-2,424
| -2% | -$34.8K | 0.01% | 511 |
|
|
2017
Q3 | $1.75M | Buy |
118,703
+1,042
| +0.9% | +$15.3K | 0.01% | 506 |
|
|
2017
Q2 | $1.51M | Sell |
117,661
-44,942
| -28% | -$578K | 0.01% | 523 |
|
|
2017
Q1 | $2.24M | Buy |
162,603
+16,240
| +11% | +$224K | 0.01% | 386 |
|
|
2016
Q4 | $1.97M | Buy |
146,363
+4,457
| +3% | +$59.9K | 0.01% | 410 |
|
|
2016
Q3 | $1.88M | Sell |
141,906
-5,382
| -4% | -$71.2K | 0.01% | 390 |
|
|
2016
Q2 | $1.56M | Sell |
147,288
-6,411
| -4% | -$68.1K | 0.01% | 396 |
|
|
2016
Q1 | $1.58M | Buy |
153,699
+16,987
| +12% | +$175K | 0.01% | 370 |
|
|
2015
Q4 | $1.21M | Buy |
+136,712
| New | +$1.21M | 0.01% | 450 |
|