EP Wealth Advisors’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977K | Buy |
39,945
+3,830
| +11% | +$93.7K | 0.01% | 571 |
|
|
2025
Q1 | $1M | Buy |
36,115
+1,735
| +5% | +$48K | 0.01% | 498 |
|
|
2024
Q4 | $1.12M | Buy |
34,380
+599
| +2% | +$19.5K | 0.01% | 472 |
|
|
2024
Q3 | $1.21M | Buy |
33,781
+5,937
| +21% | +$213K | 0.01% | 453 |
|
|
2024
Q2 | $975K | Buy |
27,844
+4,449
| +19% | +$156K | 0.01% | 396 |
|
|
2024
Q1 | $707K | Sell |
23,395
-9,185
| -28% | -$278K | 0.01% | 442 |
|
|
2023
Q4 | $980K | Buy |
32,580
+12,946
| +66% | +$390K | 0.01% | 365 |
|
|
2023
Q3 | $505K | Buy |
19,634
+442
| +2% | +$11.4K | 0.01% | 465 |
|
|
2023
Q2 | $591K | Buy |
19,192
+1,147
| +6% | +$35.3K | 0.01% | 432 |
|
|
2023
Q1 | $287K | Buy |
18,045
+1,104
| +7% | +$17.6K | ﹤0.01% | 494 |
|
|
2022
Q4 | $455K | Buy |
16,941
+888
| +6% | +$23.9K | 0.01% | 400 |
|
|
2022
Q3 | $400K | Sell |
16,053
-2,709
| -14% | -$67.5K | 0.01% | 292 |
|
|
2022
Q2 | $615K | Sell |
18,762
-933
| -5% | -$30.6K | 0.01% | 332 |
|
|
2022
Q1 | $715K | Buy |
19,695
+2,876
| +17% | +$104K | 0.02% | 311 |
|
|
2021
Q4 | $634K | Sell |
16,819
-448
| -3% | -$16.9K | 0.02% | 318 |
|
|
2021
Q3 | $472K | Buy |
17,267
+628
| +4% | +$17.2K | 0.01% | 345 |
|
|
2021
Q2 | $502K | Buy |
16,639
+1,831
| +12% | +$55.2K | 0.01% | 337 |
|
|
2021
Q1 | $470K | Buy |
+14,808
| New | +$470K | 0.01% | 338 |
|
|
2018
Q4 | – | Sell |
-10,201
| Closed | -$263K | – | 277 |
|
|
2018
Q3 | $263K | Buy |
+10,201
| New | +$263K | 0.02% | 235 |
|