EP Wealth Advisors’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977K | Buy |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $975K | Buy |
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|
2024
Q1 | $707K | Sell |
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|
2023
Q4 | $980K | Buy |
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|
2023
Q3 | $505K | Buy |
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|
2023
Q2 | $591K | Buy |
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|
2023
Q1 | $287K | Buy |
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|
2022
Q4 | $455K | Buy |
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|
2022
Q3 | $400K | Sell |
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|
2022
Q2 | $615K | Sell |
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|
2022
Q1 | $715K | Buy |
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|
2021
Q4 | $634K | Sell |
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|
2021
Q3 | $472K | Buy |
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|
2021
Q2 | $502K | Buy |
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|
2021
Q1 | $470K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $263K | Buy |
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