GeoWealth 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 | $141K | Sell |
6,875
-4,072
| -37% | -$83.3K | 0.01% | 737 |
|
|
2025
Q1 | $169K | Sell |
10,947
-1,347
| -11% | -$20.8K | 0.01% | 695 |
|
|
2024
Q4 | $262K | Buy |
12,294
+4,229
| +52% | +$90.3K | 0.01% | 665 |
|
|
2024
Q3 | $165K | Sell |
8,065
-3,560
| -31% | -$72.8K | 0.01% | 771 |
|
|
2024
Q2 | $246K | Buy |
11,625
+301
| +3% | +$6.37K | 0.01% | 630 |
|
|
2024
Q1 | $201K | Buy |
+11,324
| New | +$201K | 0.01% | 690 |
|