D.L. Carlson Investment Group’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
$6.5M Sell
317,811
-8,287
-3% -$169K 1.18% 19
2025
Q1
$5.03M Sell
326,098
-16,897
-5% -$261K 0.97% 26
2024
Q4
$7.32M Sell
342,995
-3,817
-1% -$81.5K 1.31% 17
2024
Q3
$7.1M Sell
346,812
-73,936
-18% -$1.51M 1.28% 15
2024
Q2
$8.91M Sell
420,748
-2,704
-0.6% -$57.2K 1.72% 12
2024
Q1
$7.51M Buy
+423,452
New +$7.51M 1.47% 13