Integrated Wealth Concepts’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.3M | Sell |
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|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $462K | Sell |
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|
2024
Q4 | $684K | Buy |
|
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|
2024
Q3 | $635K | Buy |
|
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|
2024
Q2 | $628K | Buy |
|
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|
2024
Q1 | $377K | Buy |
|
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|
2023
Q4 | $342K | Sell |
|
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|
2023
Q3 | $658K | Sell |
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|
2023
Q2 | $652K | Buy |
|
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|
2023
Q1 | $251K | Sell |
|
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|
2022
Q4 | $718K | Buy |
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|
2022
Q3 | $512K | Buy |
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|
2022
Q2 | $183K | Sell |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $186K | Sell |
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|
2021
Q3 | $170K | Buy |
|