Elevation Wealth Partners’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Hold |
20,848
| – | – | 0.2% | 70 |
|
|
2025
Q1 | $577K | Sell |
20,848
-411
| -2% | -$11.4K | 0.25% | 61 |
|
|
2024
Q4 | $694K | Sell |
21,259
-435
| -2% | -$14.2K | 0.29% | 50 |
|
|
2024
Q3 | $778K | Sell |
21,694
-250
| -1% | -$8.97K | 0.33% | 48 |
|
|
2024
Q2 | $768K | Buy |
21,944
+250
| +1% | +$8.76K | 0.36% | 47 |
|
|
2024
Q1 | $656K | Sell |
21,694
-800
| -4% | -$24.2K | 0.33% | 51 |
|
|
2023
Q4 | $578K | Hold |
22,494
| – | – | 0.35% | 55 |
|
|
2023
Q3 | $578K | Hold |
22,494
| – | – | 0.5% | 28 |
|
|
2023
Q2 | $691K | Hold |
22,494
| – | – | 0.58% | 27 |
|
|
2023
Q1 | $660K | Buy |
+22,494
| New | +$660K | 0.6% | 27 |
|