Integrated Wealth Concepts’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989K | Buy |
40,423
+8,404
| +26% | +$206K | 0.01% | 920 |
|
|
2025
Q1 | $887K | Buy |
32,019
+1,916
| +6% | +$53.1K | 0.01% | 881 |
|
|
2024
Q4 | $982K | Sell |
30,103
-6,558
| -18% | -$214K | 0.01% | 819 |
|
|
2024
Q3 | $1.32M | Sell |
36,661
-2,153
| -6% | -$77.2K | 0.02% | 697 |
|
|
2024
Q2 | $1.36M | Buy |
38,814
+3,768
| +11% | +$132K | 0.02% | 627 |
|
|
2024
Q1 | $1.06M | Buy |
35,046
+18,223
| +108% | +$551K | 0.02% | 728 |
|
|
2023
Q4 | $506K | Buy |
16,823
+1,342
| +9% | +$40.4K | 0.01% | 999 |
|
|
2023
Q3 | $398K | Buy |
15,481
+4,188
| +37% | +$108K | 0.01% | 1085 |
|
|
2023
Q2 | $347K | Buy |
11,293
+1,904
| +20% | +$58.5K | 0.01% | 1156 |
|
|
2023
Q1 | $276K | Buy |
9,389
+1,436
| +18% | +$42.2K | 0.01% | 1093 |
|
|
2022
Q4 | $214K | Sell |
7,953
-135
| -2% | -$3.63K | 0.01% | 927 |
|
|
2022
Q3 | $202K | Sell |
8,088
-1,530
| -16% | -$38.2K | 0.01% | 867 |
|
|
2022
Q2 | $315K | Buy |
9,618
+262
| +3% | +$8.58K | 0.01% | 749 |
|
|
2022
Q1 | $340K | Sell |
9,356
-833
| -8% | -$30.3K | 0.01% | 702 |
|
|
2021
Q4 | $384K | Sell |
10,189
-1,772
| -15% | -$66.8K | 0.01% | 680 |
|
|
2021
Q3 | $327K | Buy |
11,961
+848
| +8% | +$23.2K | 0.01% | 706 |
|
|
2021
Q2 | $336K | Sell |
11,113
-3,388
| -23% | -$102K | 0.01% | 624 |
|
|
2021
Q1 | $460K | Buy |
14,501
+5,195
| +56% | +$165K | 0.02% | 488 |
|
|
2020
Q4 | $229K | Buy |
+9,306
| New | +$229K | 0.01% | 569 |
|