Integrated Wealth Concepts’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 | $1.16M | Buy |
56,741
+26,832
| +90% | +$549K | 0.01% | 851 |
|
|
2025
Q1 | $462K | Sell |
29,909
-2,119
| -7% | -$32.7K | 0.01% | 1179 |
|
|
2024
Q4 | $684K | Buy |
32,028
+976
| +3% | +$20.8K | 0.01% | 986 |
|
|
2024
Q3 | $635K | Buy |
31,052
+1,370
| +5% | +$28K | 0.01% | 986 |
|
|
2024
Q2 | $628K | Buy |
29,682
+8,405
| +40% | +$178K | 0.01% | 956 |
|
|
2024
Q1 | $377K | Buy |
21,277
+1,163
| +6% | +$20.6K | 0.01% | 1188 |
|
|
2023
Q4 | $342K | Sell |
20,114
-17,765
| -47% | -$302K | 0.01% | 1198 |
|
|
2023
Q3 | $658K | Sell |
37,879
-909
| -2% | -$15.8K | 0.01% | 863 |
|
|
2023
Q2 | $652K | Buy |
38,788
+23,037
| +146% | +$387K | 0.01% | 871 |
|
|
2023
Q1 | $251K | Sell |
15,751
-29,239
| -65% | -$466K | 0.01% | 1142 |
|
|
2022
Q4 | $718K | Buy |
44,990
+2,278
| +5% | +$36.4K | 0.02% | 556 |
|
|
2022
Q3 | $512K | Buy |
42,712
+28,916
| +210% | +$347K | 0.02% | 584 |
|
|
2022
Q2 | $183K | Sell |
13,796
-666
| -5% | -$8.83K | 0.01% | 906 |
|
|
2022
Q1 | $242K | Buy |
14,462
+2,646
| +22% | +$44.3K | 0.01% | 812 |
|
|
2021
Q4 | $186K | Sell |
11,816
-135
| -1% | -$2.13K | 0.01% | 944 |
|
|
2021
Q3 | $170K | Buy |
+11,951
| New | +$170K | 0.01% | 906 |
|