Forum Financial Management’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
13,261
+3,890
| +42% | +$95.1K | ﹤0.01% | 629 |
|
|
2025
Q1 | $259K | Sell |
9,371
-840
| -8% | -$23.3K | ﹤0.01% | 670 |
|
|
2024
Q4 | $333K | Sell |
10,211
-1,315
| -11% | -$42.9K | 0.01% | 551 |
|
|
2024
Q3 | $413K | Sell |
11,526
-60
| -0.5% | -$2.15K | 0.01% | 386 |
|
|
2024
Q2 | $406K | Buy |
11,586
+1,074
| +10% | +$37.6K | 0.01% | 375 |
|
|
2024
Q1 | $318K | Hold |
10,512
| – | – | 0.01% | 476 |
|
|
2023
Q4 | $316K | Sell |
10,512
-2,660
| -20% | -$80K | 0.01% | 433 |
|
|
2023
Q3 | $339K | Sell |
13,172
-100
| -0.8% | -$2.57K | 0.01% | 389 |
|
|
2023
Q2 | $408K | Buy |
13,272
+567
| +4% | +$17.4K | 0.01% | 339 |
|
|
2023
Q1 | $373K | Buy |
12,705
+179
| +1% | +$5.25K | 0.01% | 339 |
|
|
2022
Q4 | $337K | Buy |
12,526
+2,705
| +28% | +$72.7K | 0.01% | 359 |
|
|
2022
Q3 | $245K | Hold |
9,821
| – | – | 0.01% | 420 |
|
|
2022
Q2 | $322K | Buy |
9,821
+389
| +4% | +$12.8K | 0.02% | 332 |
|
|
2022
Q1 | $342K | Buy |
9,432
+2,020
| +27% | +$73.2K | 0.02% | 339 |
|
|
2021
Q4 | $279K | Buy |
+7,412
| New | +$279K | 0.01% | 449 |
|