EP Wealth Advisors’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $791K | Buy |
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|
2025
Q1 | $579K | Buy |
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|
2024
Q4 | $763K | Buy |
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|
2024
Q3 | $709K | Buy |
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|
2024
Q2 | $651K | Buy |
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|
2024
Q1 | $453K | Sell |
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|
2023
Q4 | $557K | Buy |
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|
2023
Q3 | $372K | Buy |
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|
2023
Q2 | $373K | Sell |
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|
2023
Q1 | $53.1M | Buy |
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|
2022
Q4 | $284K | Sell |
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|
2022
Q3 | $225K | Buy |
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|
2022
Q2 | $195K | Buy |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q4 | $194K | Hold |
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|
2021
Q3 | $176K | Buy |
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|
2021
Q2 | $177K | Buy |
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|
2021
Q1 | $188K | Buy |
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