EverSource Wealth Advisors’s Hewlett Packard HPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
15,276
+4,826
| +46% | +$98.7K | 0.01% | 649 |
|
|
2025
Q1 | $161K | Buy |
10,450
+3,126
| +43% | +$48.2K | 0.01% | 736 |
|
|
2024
Q4 | $156K | Buy |
7,324
+1,442
| +25% | +$30.8K | 0.01% | 753 |
|
|
2024
Q3 | $120K | Sell |
5,882
-888
| -13% | -$18.2K | 0.01% | 733 |
|
|
2024
Q2 | $135K | Sell |
6,770
-36
| -0.5% | -$717 | 0.01% | 694 |
|
|
2024
Q1 | $116K | Buy |
6,806
+626
| +10% | +$10.6K | 0.01% | 655 |
|
|
2023
Q4 | $105K | Buy |
6,180
+481
| +8% | +$8.17K | 0.01% | 622 |
|
|
2023
Q3 | $99K | Sell |
5,699
-19
| -0.3% | -$330 | 0.01% | 571 |
|
|
2023
Q2 | $96.1K | Buy |
5,718
+62
| +1% | +$1.04K | 0.01% | 594 |
|
|
2023
Q1 | $90.1K | Sell |
5,656
-12,096
| -68% | -$193K | 0.01% | 570 |
|
|
2022
Q4 | $283K | Sell |
17,752
-1,785
| -9% | -$28.5K | 0.04% | 292 |
|
|
2022
Q3 | $234K | Sell |
19,537
-100
| -0.5% | -$1.2K | 0.05% | 277 |
|
|
2022
Q2 | $260K | Buy |
19,637
+15,591
| +385% | +$206K | 0.07% | 229 |
|
|
2022
Q1 | $68K | Hold |
4,046
| – | – | 0.02% | 414 |
|
|
2021
Q4 | $64K | Buy |
+4,046
| New | +$64K | 0.02% | 376 |
|