EWM
Empirical Wealth Management’s Hewlett Packard HPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
127,729
+5,740
| +5% | +$117K | 0.06% | 199 |
|
|
2025
Q1 | $1.88M | Buy |
121,989
+15,327
| +14% | +$237K | 0.05% | 217 |
|
|
2024
Q4 | $2.28M | Buy |
106,662
+6,003
| +6% | +$128K | 0.06% | 180 |
|
|
2024
Q3 | $2.06M | Buy |
100,659
+9,207
| +10% | +$188K | 0.06% | 183 |
|
|
2024
Q2 | $1.94M | Sell |
91,452
-3,611
| -4% | -$76.4K | 0.06% | 185 |
|
|
2024
Q1 | $1.69M | Buy |
95,063
+5,861
| +7% | +$104K | 0.05% | 198 |
|
|
2023
Q4 | $1.51M | Buy |
89,202
+8,270
| +10% | +$140K | 0.05% | 196 |
|
|
2023
Q3 | $1.41M | Buy |
80,932
+5,407
| +7% | +$93.9K | 0.06% | 189 |
|
|
2023
Q2 | $1.27M | Buy |
75,525
+8,735
| +13% | +$147K | 0.05% | 202 |
|
|
2023
Q1 | $1.06M | Buy |
66,790
+3,354
| +5% | +$53.4K | 0.05% | 209 |
|
|
2022
Q4 | $1.01M | Buy |
63,436
+4,501
| +8% | +$71.8K | 0.05% | 208 |
|
|
2022
Q3 | $706K | Buy |
58,935
+19,153
| +48% | +$229K | 0.04% | 241 |
|
|
2022
Q2 | $528K | Buy |
39,782
+19,251
| +94% | +$256K | 0.03% | 285 |
|
|
2022
Q1 | $343K | Buy |
20,531
+2,019
| +11% | +$33.7K | 0.02% | 385 |
|
|
2021
Q4 | $292K | Buy |
18,512
+362
| +2% | +$5.71K | 0.01% | 428 |
|
|
2021
Q3 | $259K | Sell |
18,150
-5,286
| -23% | -$75.4K | 0.01% | 398 |
|
|
2021
Q2 | $342K | Buy |
23,436
+6,325
| +37% | +$92.3K | 0.02% | 353 |
|
|
2021
Q1 | $269K | Buy |
17,111
+1,450
| +9% | +$22.8K | 0.02% | 337 |
|
|
2020
Q4 | $186K | Buy |
15,661
+1,419
| +10% | +$16.9K | 0.01% | 343 |
|
|
2020
Q3 | $133K | Sell |
14,242
-800
| -5% | -$7.47K | 0.01% | 330 |
|
|
2020
Q2 | $146K | Buy |
15,042
+1,056
| +8% | +$10.3K | 0.01% | 315 |
|
|
2020
Q1 | $136K | Sell |
13,986
-1,694
| -11% | -$16.5K | 0.01% | 301 |
|
|
2019
Q4 | $249K | Sell |
15,680
-6,798
| -30% | -$108K | 0.03% | 282 |
|
|
2019
Q3 | $341K | Buy |
22,478
+1,102
| +5% | +$16.7K | 0.04% | 212 |
|
|
2019
Q2 | $320K | Buy |
21,376
+4,392
| +26% | +$65.7K | 0.04% | 197 |
|
|
2019
Q1 | $262K | Buy |
16,984
+67
| +0.4% | +$1.03K | 0.04% | 196 |
|
|
2018
Q4 | $223K | Buy |
16,917
+1,588
| +10% | +$20.9K | 0.04% | 179 |
|
|
2018
Q3 | $250K | Hold |
15,329
| – | – | 0.04% | 181 |
|
|
2018
Q2 | $224K | Buy |
15,329
+40
| +0.3% | +$585 | 0.04% | 170 |
|
|
2018
Q1 | $268K | Buy |
15,289
+4,237
| +38% | +$74.3K | 0.05% | 141 |
|
|
2017
Q4 | $159K | Buy |
+11,052
| New | +$159K | 0.03% | 148 |
|
|
2017
Q2 | – | Sell |
-8,794
| Closed | -$208K | – | 132 |
|
|
2017
Q1 | $208K | Buy |
+8,794
| New | +$208K | 0.05% | 125 |
|