Creative Planning’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.93M | Buy |
283,181
+17,840
| +7% | +$436K | 0.01% | 646 |
|
|
2025
Q1 | $7.35M | Buy |
265,341
+22,182
| +9% | +$614K | 0.01% | 581 |
|
|
2024
Q4 | $7.93M | Buy |
243,159
+18,030
| +8% | +$588K | 0.01% | 528 |
|
|
2024
Q3 | $8.08M | Buy |
225,129
+11,240
| +5% | +$403K | 0.01% | 506 |
|
|
2024
Q2 | $7.49M | Buy |
213,889
+12,745
| +6% | +$446K | 0.01% | 499 |
|
|
2024
Q1 | $6.08M | Sell |
201,144
-4,279
| -2% | -$129K | 0.01% | 547 |
|
|
2023
Q4 | $6.18M | Buy |
205,423
+18,311
| +10% | +$551K | 0.01% | 514 |
|
|
2023
Q3 | $4.81M | Sell |
187,112
-2,591
| -1% | -$66.6K | 0.01% | 547 |
|
|
2023
Q2 | $5.83M | Buy |
189,703
+13,752
| +8% | +$422K | 0.01% | 480 |
|
|
2023
Q1 | $5.16M | Sell |
175,951
-910
| -0.5% | -$26.7K | 0.01% | 501 |
|
|
2022
Q4 | $4.75M | Buy |
176,861
+23,704
| +15% | +$637K | 0.01% | 503 |
|
|
2022
Q3 | $3.82M | Buy |
153,157
+11,792
| +8% | +$294K | 0.01% | 501 |
|
|
2022
Q2 | $4.63M | Buy |
141,365
+13,016
| +10% | +$427K | 0.01% | 475 |
|
|
2022
Q1 | $4.66M | Sell |
128,349
-15,524
| -11% | -$564K | 0.01% | 472 |
|
|
2021
Q4 | $5.42M | Buy |
143,873
+6,602
| +5% | +$249K | 0.01% | 404 |
|
|
2021
Q3 | $3.76M | Buy |
137,271
+23,234
| +20% | +$636K | 0.01% | 496 |
|
|
2021
Q2 | $3.44M | Sell |
114,037
-4,052
| -3% | -$122K | 0.01% | 501 |
|
|
2021
Q1 | $3.75M | Sell |
118,089
-1,781
| -1% | -$56.5K | 0.01% | 478 |
|
|
2020
Q4 | $2.95M | Sell |
119,870
-291
| -0.2% | -$7.16K | 0.01% | 518 |
|
|
2020
Q3 | $2.28M | Buy |
120,161
+11,525
| +11% | +$219K | 0.01% | 514 |
|
|
2020
Q2 | $1.89M | Sell |
108,636
-9,448
| -8% | -$165K | 0.01% | 508 |
|
|
2020
Q1 | $2.05M | Buy |
118,084
+5,044
| +4% | +$87.6K | 0.01% | 427 |
|
|
2019
Q4 | $2.32M | Sell |
113,040
-6,488
| -5% | -$133K | 0.01% | 468 |
|
|
2019
Q3 | $2.26M | Sell |
119,528
-2,476
| -2% | -$46.8K | 0.01% | 459 |
|
|
2019
Q2 | $2.54M | Buy |
122,004
+1,508
| +1% | +$31.3K | 0.01% | 430 |
|
|
2019
Q1 | $2.34M | Buy |
120,496
+4,001
| +3% | +$77.7K | 0.01% | 416 |
|
|
2018
Q4 | $2.38M | Buy |
116,495
+3,163
| +3% | +$64.7K | 0.01% | 388 |
|
|
2018
Q3 | $2.92M | Sell |
113,332
-5,856
| -5% | -$151K | 0.01% | 384 |
|
|
2018
Q2 | $2.7M | Sell |
119,188
-7,971
| -6% | -$181K | 0.01% | 398 |
|
|
2018
Q1 | $2.79M | Buy |
127,159
+3,852
| +3% | +$84.4K | 0.01% | 384 |
|
|
2017
Q4 | $2.59M | Sell |
123,307
-551
| -0.4% | -$11.6K | 0.01% | 400 |
|
|
2017
Q3 | $2.47M | Buy |
123,858
+26,166
| +27% | +$522K | 0.01% | 397 |
|
|
2017
Q2 | $1.71M | Buy |
97,692
+4,180
| +4% | +$73.1K | 0.01% | 486 |
|
|
2017
Q1 | $1.67M | Buy |
93,512
+7,585
| +9% | +$136K | 0.01% | 480 |
|
|
2016
Q4 | $1.28M | Sell |
85,927
-3,396
| -4% | -$50.4K | 0.01% | 535 |
|
|
2016
Q3 | $1.39M | Buy |
89,323
+2,615
| +3% | +$40.6K | 0.01% | 479 |
|
|
2016
Q2 | $1.09M | Sell |
86,708
-986
| -1% | -$12.4K | 0.01% | 499 |
|
|
2016
Q1 | $1.08M | Buy |
87,694
+8,336
| +11% | +$103K | 0.01% | 477 |
|
|
2015
Q4 | $940K | Sell |
79,358
-91,665
| -54% | -$1.09M | 0.01% | 520 |
|
|
2015
Q3 | $1.99M | Buy |
171,023
+21,344
| +14% | +$248K | 0.02% | 300 |
|
|
2015
Q2 | $2.04M | Buy |
149,679
+7,016
| +5% | +$95.6K | 0.02% | 292 |
|
|
2015
Q1 | $2.02M | Sell |
142,663
-275
| -0.2% | -$3.89K | 0.02% | 275 |
|
|
2014
Q4 | $2.61M | Buy |
142,938
+24,182
| +20% | +$441K | 0.03% | 220 |
|
|
2014
Q3 | $1.91M | Buy |
118,756
+27,188
| +30% | +$438K | 0.02% | 252 |
|
|
2014
Q2 | $1.4M | Buy |
91,568
+1,031
| +1% | +$15.8K | 0.02% | 299 |
|
|
2014
Q1 | $1.33M | Sell |
90,537
-2,956
| -3% | -$43.5K | 0.02% | 292 |
|
|
2013
Q4 | $1.19M | Buy |
93,493
+1,700
| +2% | +$21.6K | 0.02% | 266 |
|
|
2013
Q3 | $875K | Buy |
91,793
+1,738
| +2% | +$16.6K | 0.02% | 298 |
|
|
2013
Q2 | $1.01M | Buy |
+90,055
| New | +$1.01M | 0.02% | 231 |
|