EWM
Empirical Wealth Management’s HP HPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.77M | Sell |
399,391
-15,054
| -4% | -$368K | 0.22% | 92 |
|
|
2025
Q1 | $11.5M | Sell |
414,445
-32,403
| -7% | -$897K | 0.3% | 64 |
|
|
2024
Q4 | $14.6M | Buy |
446,848
+18,557
| +4% | +$606K | 0.4% | 52 |
|
|
2024
Q3 | $15.4M | Buy |
428,291
+34,676
| +9% | +$1.24M | 0.43% | 48 |
|
|
2024
Q2 | $13.8M | Buy |
393,615
+12,944
| +3% | +$453K | 0.41% | 49 |
|
|
2024
Q1 | $11.5M | Buy |
380,671
+51,241
| +16% | +$1.55M | 0.35% | 56 |
|
|
2023
Q4 | $9.91M | Sell |
329,430
-23,576
| -7% | -$709K | 0.33% | 61 |
|
|
2023
Q3 | $9.07M | Buy |
353,006
+16,039
| +5% | +$412K | 0.36% | 60 |
|
|
2023
Q2 | $10.3M | Buy |
336,967
+6,658
| +2% | +$204K | 0.42% | 51 |
|
|
2023
Q1 | $9.7M | Buy |
330,309
+48,566
| +17% | +$1.43M | 0.42% | 49 |
|
|
2022
Q4 | $7.57M | Buy |
281,743
+52,270
| +23% | +$1.4M | 0.36% | 54 |
|
|
2022
Q3 | $5.72M | Buy |
229,473
+16,316
| +8% | +$407K | 0.3% | 67 |
|
|
2022
Q2 | $6.99M | Buy |
213,157
+67,984
| +47% | +$2.23M | 0.37% | 54 |
|
|
2022
Q1 | $5.27M | Buy |
145,173
+28,366
| +24% | +$1.03M | 0.26% | 67 |
|
|
2021
Q4 | $4.4M | Buy |
116,807
+27,454
| +31% | +$1.03M | 0.22% | 78 |
|
|
2021
Q3 | $2.45M | Buy |
89,353
+8,720
| +11% | +$239K | 0.14% | 100 |
|
|
2021
Q2 | $2.43M | Buy |
80,633
+7,753
| +11% | +$234K | 0.15% | 96 |
|
|
2021
Q1 | $2.31M | Sell |
72,880
-3,438
| -5% | -$109K | 0.19% | 89 |
|
|
2020
Q4 | $1.88M | Buy |
76,318
+14,248
| +23% | +$350K | 0.14% | 105 |
|
|
2020
Q3 | $1.18M | Buy |
62,070
+11,785
| +23% | +$224K | 0.1% | 128 |
|
|
2020
Q2 | $876K | Buy |
50,285
+15,412
| +44% | +$268K | 0.08% | 139 |
|
|
2020
Q1 | $605K | Buy |
34,873
+15,296
| +78% | +$265K | 0.07% | 151 |
|
|
2019
Q4 | $402K | Sell |
19,577
-6,510
| -25% | -$134K | 0.04% | 214 |
|
|
2019
Q3 | $494K | Buy |
26,087
+2,352
| +10% | +$44.5K | 0.06% | 173 |
|
|
2019
Q2 | $493K | Buy |
23,735
+4,392
| +23% | +$91.2K | 0.06% | 154 |
|
|
2019
Q1 | $376K | Buy |
19,343
+15
| +0.1% | +$292 | 0.05% | 164 |
|
|
2018
Q4 | $395K | Sell |
19,328
-3,822
| -17% | -$78.1K | 0.07% | 137 |
|
|
2018
Q3 | $597K | Buy |
23,150
+7,729
| +50% | +$199K | 0.11% | 104 |
|
|
2018
Q2 | $350K | Sell |
15,421
-360
| -2% | -$8.17K | 0.07% | 136 |
|
|
2018
Q1 | $346K | Buy |
15,781
+5,205
| +49% | +$114K | 0.07% | 119 |
|
|
2017
Q4 | $222K | Buy |
+10,576
| New | +$222K | 0.05% | 139 |
|