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