Institute for Wealth 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 Q1	–	Sell	-14,956	Closed	-$319K	–	533
2024 Q4	$319K	Buy	14,956 +2,434	+19%	+$52K	0.04%	386
2024 Q3	$256K	Buy	12,522 +2,344	+23%	+$48K	0.03%	454
2024 Q2	$215K	Buy	+10,178	New	+$215K	0.03%	461