Forum Financial Management’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 | $682K | Buy |
33,357
+10,864
| +48% | +$222K | 0.01% | 306 |
|
|
2025
Q1 | $347K | Sell |
22,493
-1,146
| -5% | -$17.7K | 0.01% | 520 |
|
|
2024
Q4 | $505K | Buy |
23,639
+515
| +2% | +$11K | 0.01% | 376 |
|
|
2024
Q3 | $473K | Sell |
23,124
-597
| -3% | -$12.2K | 0.01% | 344 |
|
|
2024
Q2 | $502K | Buy |
23,721
+2,607
| +12% | +$55.2K | 0.01% | 302 |
|
|
2024
Q1 | $374K | Hold |
21,114
| – | – | 0.01% | 417 |
|
|
2023
Q4 | $359K | Buy |
21,114
+1,533
| +8% | +$26K | 0.01% | 387 |
|
|
2023
Q3 | $340K | Sell |
19,581
-1,000
| -5% | -$17.4K | 0.01% | 386 |
|
|
2023
Q2 | $346K | Buy |
20,581
+80
| +0.4% | +$1.34K | 0.01% | 394 |
|
|
2023
Q1 | $327K | Hold |
20,501
| – | – | 0.01% | 376 |
|
|
2022
Q4 | $327K | Buy |
20,501
+900
| +5% | +$14.4K | 0.01% | 361 |
|
|
2022
Q3 | $235K | Sell |
19,601
-1,379
| -7% | -$16.5K | 0.01% | 437 |
|
|
2022
Q2 | $278K | Buy |
20,980
+1,330
| +7% | +$17.6K | 0.01% | 380 |
|
|
2022
Q1 | $328K | Buy |
19,650
+841
| +4% | +$14K | 0.02% | 352 |
|
|
2021
Q4 | $297K | Buy |
+18,809
| New | +$297K | 0.02% | 428 |
|