Forvis Mazars Wealth Advisors’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 | $260K | Buy |
12,727
+47
| +0.4% | +$961 | 0.01% | 363 |
|
|
2025
Q1 | $196K | Buy |
12,680
+652
| +5% | +$10.1K | ﹤0.01% | 385 |
|
|
2024
Q4 | $257K | Buy |
12,028
+1,468
| +14% | +$31.3K | 0.01% | 389 |
|
|
2024
Q3 | $216K | Buy |
10,560
+20
| +0.2% | +$409 | 0.01% | 416 |
|
|
2024
Q2 | $223K | Hold |
10,540
| – | – | 0.01% | 385 |
|
|
2024
Q1 | $187K | Sell |
10,540
-788
| -7% | -$14K | ﹤0.01% | 389 |
|
|
2023
Q4 | $192K | Buy |
11,328
+568
| +5% | +$9.65K | 0.01% | 378 |
|
|
2023
Q3 | $187K | Sell |
10,760
-200
| -2% | -$3.47K | 0.01% | 378 |
|
|
2023
Q2 | $184K | Buy |
+10,960
| New | +$184K | 0.01% | 398 |
|