Insight Wealth Strategies’s Hewlett Packard HPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-115,853
| Closed | -$2.45M | – | 166 |
|
|
2024
Q2 | $2.45M | Sell |
115,853
-7,814
| -6% | -$165K | 0.35% | 68 |
|
|
2024
Q1 | $2.19M | Buy |
123,667
+3,283
| +3% | +$58.2K | 0.32% | 71 |
|
|
2023
Q4 | $2.04M | Buy |
120,384
+3,798
| +3% | +$64.5K | 0.33% | 65 |
|
|
2023
Q3 | $2.03M | Buy |
116,586
+4,163
| +4% | +$72.3K | 0.39% | 45 |
|
|
2023
Q2 | $1.89M | Sell |
112,423
-383
| -0.3% | -$6.43K | 0.36% | 47 |
|
|
2023
Q1 | $1.8M | Sell |
112,806
-1,997
| -2% | -$31.8K | 0.35% | 47 |
|
|
2022
Q4 | $1.83M | Buy |
114,803
+6,007
| +6% | +$95.9K | 0.35% | 47 |
|
|
2022
Q3 | $1.44M | Hold |
108,796
| – | – | 0.27% | 62 |
|
|
2022
Q2 | $1.44M | Buy |
108,796
+2,781
| +3% | +$36.9K | 0.27% | 62 |
|
|
2022
Q1 | $1.77M | Buy |
+106,015
| New | +$1.77M | 0.26% | 60 |
|