EP Wealth Advisors’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $791K | Buy |
38,676
+1,149
| +3% | +$23.5K | 0.01% | 631 |
|
|
2025
Q1 | $579K | Buy |
37,527
+1,788
| +5% | +$27.6K | ﹤0.01% | 650 |
|
|
2024
Q4 | $763K | Buy |
35,739
+1,069
| +3% | +$22.8K | 0.01% | 573 |
|
|
2024
Q3 | $709K | Buy |
34,670
+3,929
| +13% | +$80.4K | 0.01% | 586 |
|
|
2024
Q2 | $651K | Buy |
30,741
+5,183
| +20% | +$110K | 0.01% | 481 |
|
|
2024
Q1 | $453K | Sell |
25,558
-7,252
| -22% | -$129K | 0.01% | 530 |
|
|
2023
Q4 | $557K | Buy |
32,810
+11,420
| +53% | +$194K | 0.01% | 472 |
|
|
2023
Q3 | $372K | Buy |
21,390
+1,429
| +7% | +$24.8K | 0.01% | 513 |
|
|
2023
Q2 | $373K | Sell |
19,961
-257,728
| -93% | -$4.82M | 0.01% | 520 |
|
|
2023
Q1 | $53.1M | Buy |
277,689
+259,893
| +1,460% | +$49.7M | 0.91% | 22 |
|
|
2022
Q4 | $284K | Sell |
17,796
-1,002
| -5% | -$16K | 0.01% | 476 |
|
|
2022
Q3 | $225K | Buy |
18,798
+4,102
| +28% | +$49.1K | 0.01% | 306 |
|
|
2022
Q2 | $195K | Buy |
14,696
+55
| +0.4% | +$730 | ﹤0.01% | 578 |
|
|
2022
Q1 | $245K | Buy |
14,641
+2,318
| +19% | +$38.8K | 0.01% | 526 |
|
|
2021
Q4 | $194K | Hold |
12,323
| – | – | ﹤0.01% | 530 |
|
|
2021
Q3 | $176K | Buy |
12,323
+196
| +2% | +$2.8K | ﹤0.01% | 516 |
|
|
2021
Q2 | $177K | Buy |
12,127
+175
| +1% | +$2.55K | ﹤0.01% | 521 |
|
|
2021
Q1 | $188K | Buy |
+11,952
| New | +$188K | 0.01% | 479 |
|