DBIA
Dumont & Blake Investment Advisors’s Hewlett Packard HPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Hold |
17,519
| – | – | 0.09% | 156 |
|
|
2025
Q1 | $270K | Hold |
17,519
| – | – | 0.08% | 165 |
|
|
2024
Q4 | $374K | Hold |
17,519
| – | – | 0.1% | 152 |
|
|
2024
Q3 | $358K | Sell |
17,519
-17,519
| -50% | -$358K | 0.1% | 156 |
|
|
2024
Q2 | $742K | Buy |
35,038
+17,519
| +100% | +$371K | 0.11% | 153 |
|
|
2024
Q1 | $311K | Buy |
17,519
+4,943
| +39% | +$87.6K | 0.09% | 160 |
|
|
2023
Q4 | $214K | Sell |
12,576
-250
| -2% | -$4.25K | 0.07% | 180 |
|
|
2023
Q3 | $223K | Sell |
12,826
-304
| -2% | -$5.29K | 0.08% | 172 |
|
|
2023
Q2 | $221K | Buy |
+13,130
| New | +$221K | 0.07% | 172 |
|
|
2016
Q1 | – | Sell |
-15,540
| Closed | -$236K | – | 165 |
|
|
2015
Q4 | $236K | Buy |
+15,540
| New | +$236K | 0.12% | 142 |
|