Gradient Investments’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-600
| Closed | -$12.7K | – | 751 |
|
|
2024
Q2 | $12.7K | Sell |
600
-45
| -7% | -$829 | ﹤0.01% | 702 |
|
|
2024
Q1 | $11.4K | Sell |
645
-467
| -42% | -$7.58K | ﹤0.01% | 627 |
|
|
2023
Q4 | $18.9K | Buy |
1,112
+200
| +22% | +$3.26K | ﹤0.01% | 712 |
|
|
2023
Q3 | $15.8K | Hold |
912
| – | – | ﹤0.01% | 721 |
|
|
2023
Q2 | $15.3K | Hold |
912
| – | – | ﹤0.01% | 736 |
|
|
2023
Q1 | $14.5K | Sell |
912
-356
| -28% | -$5.59K | ﹤0.01% | 734 |
|
|
2022
Q4 | $20.2K | Sell |
1,268
-29
| -2% | -$428 | ﹤0.01% | 686 |
|
|
2022
Q3 | $16K | Buy |
1,297
+253
| +24% | +$3.44K | ﹤0.01% | 702 |
|
|
2022
Q2 | $14K | Hold |
1,044
| – | – | ﹤0.01% | 709 |
|
|
2022
Q1 | $17K | Buy |
1,044
+29
| +3% | +$486 | ﹤0.01% | 675 |
|
|
2021
Q4 | $16K | Hold |
1,015
| – | – | ﹤0.01% | 697 |
|
|
2021
Q3 | $14K | Hold |
1,015
| – | – | ﹤0.01% | 708 |
|
|
2021
Q2 | $15K | Hold |
1,015
| – | – | ﹤0.01% | 684 |
|
|
2021
Q1 | $16K | Hold |
1,015
| – | – | ﹤0.01% | 663 |
|
|
2020
Q4 | $10K | Hold |
1,015
| – | – | ﹤0.01% | 695 |
|
|
2020
Q3 | $10K | Sell |
1,015
-2
| -0.2% | -$19 | ﹤0.01% | 698 |
|
|
2020
Q2 | $10K | Sell |
1,017
-50
| -5% | -$491 | ﹤0.01% | 641 |
|
|
2020
Q1 | $10K | Buy |
1,067
+30
| +3% | +$393 | ﹤0.01% | 646 |
|
|
2019
Q4 | $16K | Buy |
1,037
+200
| +24% | +$3.19K | ﹤0.01% | 599 |
|
|
2019
Q3 | $13K | Buy |
837
+20
| +2% | +$284 | ﹤0.01% | 606 |
|
|
2019
Q2 | $12K | Sell |
817
-439
| -35% | -$6.65K | ﹤0.01% | 607 |
|
|
2019
Q1 | $19K | Buy |
1,256
+942
| +300% | +$14.5K | ﹤0.01% | 456 |
|
|
2018
Q4 | $4K | Hold |
314
| – | – | ﹤0.01% | 737 |
|
|
2018
Q3 | $5K | Hold |
314
| – | – | ﹤0.01% | 736 |
|
|
2018
Q2 | $5K | Sell |
314
-300
| -49% | -$4.97K | ﹤0.01% | 723 |
|
|
2018
Q1 | $11K | Buy |
614
+259
| +73% | +$4.4K | ﹤0.01% | 605 |
|
|
2017
Q4 | $5K | Buy |
+355
| New | +$5.04K | ﹤0.01% | 693 |
|
|
2017
Q3 | – | Sell |
-405
| Closed | -$5K | – | 439 |
|
|
2017
Q2 | $5K | Sell |
405
-135
| -25% | -$1.88K | ﹤0.01% | 571 |
|
|
2017
Q1 | $7K | Hold |
540
| – | – | ﹤0.01% | 561 |
|
|
2016
Q4 | $7K | Hold |
540
| – | – | ﹤0.01% | 500 |
|
|
2016
Q3 | $7K | Hold |
540
| – | – | ﹤0.01% | 499 |
|
|
2016
Q2 | $6K | Sell |
540
-2,383
| -82% | -$24.3K | ﹤0.01% | 487 |
|
|
2016
Q1 | $30K | Buy |
2,923
+439
| +18% | +$3.68K | ﹤0.01% | 302 |
|
|
2015
Q4 | $22K | Buy |
+2,484
| New | +$20.8K | ﹤0.01% | 314 |
|
Other funds holding HPE
N
Gradient Investments's HPE Position: Q3 2024 in Review
Gradient Investments sold out of Hewlett Packard (HPE) in Q3 2024, closing a stake of 600 shares — an estimated $12.7K sold.
Gradient Investments first reported a position in HPE in Q4 2015 and held it in 34 quarters. The position peaked at $30K in Q1 2016. 1,016 funds tracked by Wall St. Rank hold HPE as of Q3 2024.
- Gradient Investments reported no remaining Hewlett Packard position as of Q3 2024 after selling out during the quarter.
- Gradient Investments sold 600 Hewlett Packard shares in Q3 2024, an estimated $12.7K.
- Gradient Investments first reported a position in Hewlett Packard in Q4 2015 and held it in 34 quarters.
- Gradient Investments's Hewlett Packard position peaked at $30K in Q1 2016.
- 1,016 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2024.
Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.