Ironwood Investment 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
Q2 | $210K | Sell |
10,248
-108
| -1% | -$2.21K | 0.1% | 147 |
|
2025
Q1 | $160K | Hold |
10,356
| – | – | 0.09% | 147 |
|
2024
Q4 | $221K | Hold |
10,356
| – | – | 0.11% | 145 |
|
2024
Q3 | $212K | Sell |
10,356
-422
| -4% | -$8.63K | 0.1% | 147 |
|
2024
Q2 | $228K | Hold |
10,778
| – | – | 0.12% | 140 |
|
2024
Q1 | $191K | Sell |
10,778
-966
| -8% | -$17.1K | 0.09% | 153 |
|
2023
Q4 | $199K | Hold |
11,744
| – | – | 0.1% | 148 |
|
2023
Q3 | $204K | Hold |
11,744
| – | – | 0.12% | 142 |
|
2023
Q2 | $197K | Hold |
11,744
| – | – | 0.11% | 148 |
|
2023
Q1 | $187K | Sell |
11,744
-380
| -3% | -$6.05K | 0.12% | 145 |
|
2022
Q4 | $193K | Sell |
12,124
-1,200
| -9% | -$19.2K | 0.13% | 145 |
|
2022
Q3 | $160K | Hold |
13,324
| – | – | 0.11% | 149 |
|
2022
Q2 | $177K | Sell |
13,324
-6,900
| -34% | -$91.7K | 0.12% | 151 |
|
2022
Q1 | $338K | Sell |
20,224
-196
| -1% | -$3.28K | 0.18% | 132 |
|
2021
Q4 | $322K | Hold |
20,420
| – | – | 0.16% | 141 |
|
2021
Q3 | $291K | Sell |
20,420
-2,081
| -9% | -$29.7K | 0.15% | 146 |
|
2021
Q2 | $328K | Sell |
22,501
-950
| -4% | -$13.8K | 0.17% | 143 |
|
2021
Q1 | $369K | Sell |
23,451
-730
| -3% | -$11.5K | 0.2% | 135 |
|
2020
Q4 | $287K | Sell |
24,181
-1,781
| -7% | -$21.1K | 0.17% | 141 |
|
2020
Q3 | $243K | Buy |
25,962
+1,781
| +7% | +$16.7K | 0.17% | 137 |
|
2020
Q2 | $235K | Sell |
24,181
-79
| -0.3% | -$768 | 0.18% | 130 |
|
2020
Q1 | $236K | Sell |
24,260
-750
| -3% | -$7.3K | 0.24% | 125 |
|
2019
Q4 | $397K | Sell |
25,010
-1,484
| -6% | -$23.6K | 0.27% | 114 |
|
2019
Q3 | $402K | Buy |
26,494
+1,058
| +4% | +$16.1K | 0.3% | 111 |
|
2019
Q2 | $380K | Hold |
25,436
| – | – | 0.3% | 114 |
|
2019
Q1 | $392K | Hold |
25,436
| – | – | 0.32% | 109 |
|
2018
Q4 | $336K | Buy |
25,436
+230
| +0.9% | +$3.04K | 0.31% | 120 |
|
2018
Q3 | $411K | Hold |
25,206
| – | – | 0.29% | 121 |
|
2018
Q2 | $368K | Sell |
25,206
-415
| -2% | -$6.06K | 0.26% | 127 |
|
2018
Q1 | $449K | Hold |
25,621
| – | – | 0.33% | 113 |
|
2017
Q4 | $368K | Sell |
25,621
-100
| -0.4% | -$1.44K | 0.26% | 128 |
|
2017
Q3 | $378K | Sell |
25,721
-7,433
| -22% | -$109K | 0.27% | 126 |
|
2017
Q2 | $427K | Sell |
33,154
-11,422
| -26% | -$147K | 0.31% | 115 |
|
2017
Q1 | $614K | Buy |
44,576
+1,135
| +3% | +$15.6K | 0.46% | 87 |
|
2016
Q4 | $584K | Sell |
43,441
-51
| -0.1% | -$686 | 0.43% | 95 |
|
2016
Q3 | $575K | Sell |
43,492
-52
| -0.1% | -$687 | 0.44% | 91 |
|
2016
Q2 | $462K | Buy |
43,544
+35
| +0.1% | +$371 | 0.35% | 111 |
|
2016
Q1 | $448K | Sell |
43,509
-30
| -0.1% | -$309 | 0.29% | 116 |
|
2015
Q4 | $385K | Buy |
+43,539
| New | +$385K | 0.16% | 125 |
|