Financial Synergies Wealth Advisors’s HP HPQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,602
Closed -$48.4K 233
2024
Q1
$48.4K Buy
1,602
+72
+5% +$2.18K 0.01% 130
2023
Q4
$41.1K Sell
1,530
-74
-5% -$1.99K 0.01% 101
2023
Q3
$41.2K Buy
1,604
+13
+0.8% +$334 0.01% 120
2023
Q2
$48.8K Buy
1,591
+46
+3% +$1.41K 0.01% 108
2023
Q1
$45.3K Buy
1,545
+15
+1% +$440 0.01% 116
2022
Q4
$41.1K Buy
1,530
+14
+0.9% +$376 0.01% 101
2022
Q3
$37.8K Buy
1,516
+12
+0.8% +$299 0.01% 101
2022
Q2
$49.3K Buy
+1,504
New +$49.3K 0.01% 107