Heritage Wealth Advisors’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 | $8.18K | Hold |
400
| – | – | ﹤0.01% | 434 |
|
|
2025
Q1 | $6.17K | Hold |
400
| – | – | ﹤0.01% | 444 |
|
|
2024
Q4 | $8.54K | Hold |
400
| – | – | ﹤0.01% | 457 |
|
|
2024
Q3 | $8.18K | Hold |
400
| – | – | ﹤0.01% | 449 |
|
|
2024
Q2 | $8.47K | Hold |
400
| – | – | ﹤0.01% | 430 |
|
|
2024
Q1 | $7.09K | Hold |
400
| – | – | ﹤0.01% | 455 |
|
|
2023
Q4 | $6.79K | Hold |
400
| – | – | ﹤0.01% | 471 |
|
|
2023
Q3 | $6.95K | Hold |
400
| – | – | ﹤0.01% | 427 |
|
|
2023
Q2 | $6.72K | Hold |
400
| – | – | ﹤0.01% | 452 |
|
|
2023
Q1 | $6.37K | Hold |
400
| – | – | ﹤0.01% | 463 |
|
|
2022
Q4 | $6.38K | Hold |
400
| – | – | ﹤0.01% | 472 |
|
|
2022
Q3 | $4.79K | Hold |
400
| – | – | ﹤0.01% | 454 |
|
|
2022
Q2 | $5K | Hold |
400
| – | – | ﹤0.01% | 490 |
|
|
2022
Q1 | $7K | Hold |
400
| – | – | ﹤0.01% | 453 |
|
|
2021
Q4 | $6K | Hold |
400
| – | – | ﹤0.01% | 473 |
|
|
2021
Q3 | $5.7K | Hold |
400
| – | – | ﹤0.01% | 468 |
|
|
2021
Q2 | $5.83K | Buy |
+400
| New | +$5.83K | ﹤0.01% | 472 |
|
|
2021
Q1 | – | Sell |
-120
| Closed | -$1K | – | 578 |
|
|
2020
Q4 | $1K | Sell |
120
-196
| -62% | -$1.63K | ﹤0.01% | 528 |
|
|
2020
Q3 | $2.96K | Buy |
+316
| New | +$2.96K | ﹤0.01% | 441 |
|
|
2020
Q1 | – | Sell |
-270
| Closed | -$4.28K | – | 503 |
|
|
2019
Q4 | $4.28K | Buy |
+270
| New | +$4.28K | ﹤0.01% | 451 |
|
|
2019
Q2 | – | Sell |
-214
| Closed | -$3.3K | – | 467 |
|
|
2019
Q1 | $3.3K | Hold |
214
| – | – | ﹤0.01% | 397 |
|
|
2018
Q4 | $2K | Hold |
214
| – | – | ﹤0.01% | 359 |
|
|
2018
Q3 | $3K | Buy |
+214
| New | +$3K | ﹤0.01% | 342 |
|