Heritage Trust’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.59M | Sell |
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|
2025
Q2 | $4.67M | Sell |
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|
2025
Q1 | $3.53M | Sell |
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|
2024
Q4 | $4.89M | Buy |
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|
2024
Q2 | $4.43M | Buy |
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|
2024
Q1 | $3.57M | Sell |
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|
2023
Q4 | $3.45M | Sell |
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|
2023
Q3 | $3.57M | Buy |
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|
2023
Q2 | $2.86M | Buy |
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|
2023
Q1 | $2.06M | Buy |
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|
2022
Q4 | $1.4M | Buy |
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|
2022
Q3 | $411K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $13K | Sell |
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|
2018
Q3 | $17K | Buy |
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|
2018
Q2 | $13K | Hold |
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|
2018
Q1 | $15K | Hold |
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|
2017
Q4 | $13K | Hold |
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|
2017
Q3 | $13K | Sell |
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|
2017
Q2 | $15K | Sell |
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|
2017
Q1 | $19K | Buy |
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