IMS Capital Management’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 | – | Sell |
-18,714
| Closed | -$289K | – | 153 |
|
|
2025
Q1 | $289K | Buy |
+18,714
| New | +$289K | 0.15% | 114 |
|
|
2024
Q2 | – | Sell |
-14,850
| Closed | -$263K | – | 147 |
|
|
2024
Q1 | $263K | Buy |
+14,850
| New | +$263K | 0.12% | 121 |
|
|
2020
Q4 | – | Sell |
-20,473
| Closed | -$192K | – | 136 |
|
|
2020
Q3 | $192K | Buy |
20,473
+3,600
| +21% | +$33.8K | 0.14% | 102 |
|
|
2020
Q2 | $164K | Buy |
+16,873
| New | +$164K | 0.13% | 122 |
|
|
2018
Q4 | – | Sell |
-336
| Closed | -$5K | – | 226 |
|
|
2018
Q3 | $5K | Buy |
+336
| New | +$5K | ﹤0.01% | 352 |
|