HWMO
Heritage Wealth Management (Ohio)’s HP HPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Sell |
39,153
-5,395
| -12% | -$132K | 0.31% | 84 |
|
|
2025
Q1 | $1.23M | Sell |
44,548
-95
| -0.2% | -$2.63K | 0.42% | 61 |
|
|
2024
Q4 | $1.46M | Sell |
44,643
-96
| -0.2% | -$3.13K | 0.48% | 51 |
|
|
2024
Q3 | $1.6M | Hold |
44,739
| – | – | 0.53% | 42 |
|
|
2024
Q2 | $1.55M | Buy |
+44,739
| New | +$1.55M | 0.52% | 46 |
|