IFP 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 | $67.1K | Buy |
3,283
+1,071
| +48% | +$21.9K | ﹤0.01% | 1880 |
|
2025
Q1 | $34.1K | Buy |
2,212
+541
| +32% | +$8.35K | ﹤0.01% | 2063 |
|
2024
Q4 | $35.7K | Sell |
1,671
-46
| -3% | -$982 | ﹤0.01% | 1997 |
|
2024
Q3 | $35.1K | Sell |
1,717
-453
| -21% | -$9.27K | ﹤0.01% | 1886 |
|
2024
Q2 | $45.9K | Buy |
2,170
+223
| +11% | +$4.72K | ﹤0.01% | 1721 |
|
2024
Q1 | $34.5K | Buy |
1,947
+462
| +31% | +$8.19K | ﹤0.01% | 1733 |
|
2023
Q4 | $25.2K | Sell |
1,485
-1,362
| -48% | -$23.1K | ﹤0.01% | 1819 |
|
2023
Q3 | $49.5K | Sell |
2,847
-1,394
| -33% | -$24.2K | ﹤0.01% | 1555 |
|
2023
Q2 | $71.2K | Buy |
4,241
+584
| +16% | +$9.81K | ﹤0.01% | 1467 |
|
2023
Q1 | $56.8K | Sell |
3,657
-5,116
| -58% | -$79.5K | ﹤0.01% | 1514 |
|
2022
Q4 | $147K | Sell |
8,773
-2,835
| -24% | -$47.5K | ﹤0.01% | 1517 |
|
2022
Q3 | $203K | Sell |
11,608
-2,378
| -17% | -$41.6K | 0.01% | 1393 |
|
2022
Q2 | $229K | Hold |
13,986
| – | – | 0.01% | 1208 |
|
2022
Q1 | $229K | Buy |
13,986
+9,994
| +250% | +$164K | 0.01% | 1208 |
|
2021
Q4 | $64K | Sell |
3,992
-834
| -17% | -$13.4K | ﹤0.01% | 1444 |
|
2021
Q3 | $68K | Sell |
4,826
-153
| -3% | -$2.16K | ﹤0.01% | 1414 |
|
2021
Q2 | $72K | Sell |
4,979
-1,447
| -23% | -$20.9K | ﹤0.01% | 1375 |
|
2021
Q1 | $102K | Sell |
6,426
-1,020
| -14% | -$16.2K | ﹤0.01% | 1168 |
|
2020
Q4 | $88K | Buy |
7,446
+2,862
| +62% | +$33.8K | ﹤0.01% | 1192 |
|
2020
Q3 | $44K | Sell |
4,584
-2,327
| -34% | -$22.3K | ﹤0.01% | 1334 |
|
2020
Q2 | $68K | Buy |
6,911
+552
| +9% | +$5.43K | 0.01% | 1072 |
|
2020
Q1 | $66K | Buy |
6,359
+4,551
| +252% | +$47.2K | 0.01% | 1005 |
|
2019
Q4 | $31K | Sell |
1,808
-5,436
| -75% | -$93.2K | ﹤0.01% | 1441 |
|
2019
Q3 | $109K | Buy |
+7,244
| New | +$109K | 0.01% | 1017 |
|
2019
Q1 | $114K | Sell |
7,366
-9,731
| -57% | -$151K | 0.02% | 646 |
|
2018
Q4 | $223K | Sell |
17,097
-1,279
| -7% | -$16.7K | 0.01% | 818 |
|
2018
Q3 | $300K | Sell |
18,376
-3,101
| -14% | -$50.6K | 0.01% | 883 |
|
2018
Q2 | $314K | Buy |
21,477
+3,476
| +19% | +$50.8K | 0.01% | 857 |
|
2018
Q1 | $258K | Hold |
18,001
| – | – | 0.01% | 885 |
|
2017
Q4 | $258K | Sell |
18,001
-6,591
| -27% | -$94.5K | 0.01% | 883 |
|
2017
Q3 | $362K | Sell |
24,592
-5,502
| -18% | -$81K | 0.01% | 828 |
|
2017
Q2 | $387K | Sell |
30,094
-12,851
| -30% | -$165K | 0.02% | 788 |
|
2017
Q1 | $592K | Sell |
42,945
-6,650
| -13% | -$91.7K | 0.03% | 598 |
|
2016
Q4 | $667K | Buy |
49,595
+4,771
| +11% | +$64.2K | 0.03% | 513 |
|
2016
Q3 | $593K | Sell |
44,824
-88
| -0.2% | -$1.16K | 0.03% | 498 |
|
2016
Q2 | $477K | Buy |
44,912
+32,238
| +254% | +$342K | 0.03% | 561 |
|
2016
Q1 | $114K | Sell |
12,674
-21,672
| -63% | -$195K | 0.02% | 646 |
|
2015
Q4 | $303K | Buy |
+34,346
| New | +$303K | 0.02% | 661 |
|