Geneos Wealth Management’s HashiCorp, Inc. Class A Common Stock HCP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,078
| Closed | -$70.4K | – | 2974 |
|
2024
Q3 | $70.4K | Buy |
2,078
+1,463
| +238% | +$49.5K | ﹤0.01% | 1073 |
|
2024
Q2 | $20.7K | Hold |
615
| – | – | ﹤0.01% | 1342 |
|
2024
Q1 | $16.6K | Hold |
615
| – | – | ﹤0.01% | 1421 |
|
2023
Q4 | $14.5K | Hold |
615
| – | – | ﹤0.01% | 1450 |
|
2023
Q3 | $14K | Hold |
615
| – | – | ﹤0.01% | 1480 |
|
2023
Q2 | $16.1K | Hold |
615
| – | – | ﹤0.01% | 1441 |
|
2023
Q1 | $18K | Hold |
615
| – | – | ﹤0.01% | 1380 |
|
2022
Q4 | $16.8K | Hold |
615
| – | – | ﹤0.01% | 1389 |
|
2022
Q3 | $19K | Hold |
615
| – | – | ﹤0.01% | 1347 |
|
2022
Q2 | $18K | Hold |
615
| – | – | ﹤0.01% | 1741 |
|
2022
Q1 | $33K | Buy |
+615
| New | +$33K | ﹤0.01% | 1564 |
|