Gitterman Wealth 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 | $168K | Buy |
+6,883
| New | +$168K | 0.04% | 179 |
|
2025
Q1 | – | Sell |
-16,396
| Closed | -$535K | – | 146 |
|
2024
Q4 | $535K | Buy |
16,396
+7,973
| +95% | +$260K | 0.22% | 33 |
|
2024
Q3 | $302K | Buy |
+8,423
| New | +$302K | 0.13% | 61 |
|
2024
Q2 | – | Sell |
-10,163
| Closed | -$307K | – | 123 |
|
2024
Q1 | $307K | Buy |
+10,163
| New | +$307K | 0.12% | 57 |
|
2022
Q3 | – | Sell |
-6,294
| Closed | -$204K | – | 80 |
|
2022
Q2 | $204K | Buy |
+6,294
| New | +$204K | 0.19% | 60 |
|