JFS Wealth Advisors’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 | $22.8K | Sell |
1,114
-258
| -19% | -$5.28K | ﹤0.01% | 631 |
|
|
2025
Q1 | $21.2K | Buy |
1,372
+35
| +3% | +$540 | ﹤0.01% | 645 |
|
|
2024
Q4 | $28.5K | Hold |
1,337
| – | – | ﹤0.01% | 557 |
|
|
2024
Q3 | $27.4K | Buy |
1,337
+20
| +2% | +$409 | ﹤0.01% | 576 |
|
|
2024
Q2 | $27.9K | Sell |
1,317
-15
| -1% | -$318 | ﹤0.01% | 528 |
|
|
2024
Q1 | $23.6K | Sell |
1,332
-111
| -8% | -$1.97K | ﹤0.01% | 591 |
|
|
2023
Q4 | $24.5K | Buy |
1,443
+92
| +7% | +$1.56K | ﹤0.01% | 540 |
|
|
2023
Q3 | $23.5K | Sell |
1,351
-294
| -18% | -$5.11K | ﹤0.01% | 505 |
|
|
2023
Q2 | $27.6K | Buy |
1,645
+465
| +39% | +$7.81K | ﹤0.01% | 470 |
|
|
2023
Q1 | $18.8K | Sell |
1,180
-186
| -14% | -$2.96K | ﹤0.01% | 554 |
|
|
2022
Q4 | $21.8K | Buy |
1,366
+2
| +0.1% | +$32 | ﹤0.01% | 518 |
|
|
2022
Q3 | $16K | Buy |
1,364
+121
| +10% | +$1.42K | ﹤0.01% | 620 |
|
|
2022
Q2 | $16K | Sell |
1,243
-39
| -3% | -$502 | ﹤0.01% | 633 |
|
|
2022
Q1 | $21K | Buy |
1,282
+234
| +22% | +$3.83K | ﹤0.01% | 591 |
|
|
2021
Q4 | $17K | Buy |
1,048
+148
| +16% | +$2.4K | ﹤0.01% | 602 |
|
|
2021
Q3 | $13K | Buy |
+900
| New | +$13K | ﹤0.01% | 606 |
|
|
2018
Q4 | – | Sell |
-400
| Closed | -$7K | – | 489 |
|
|
2018
Q3 | $7K | Hold |
400
| – | – | ﹤0.01% | 434 |
|
|
2018
Q2 | $6K | Hold |
400
| – | – | ﹤0.01% | 399 |
|
|
2018
Q1 | $7K | Hold |
400
| – | – | ﹤0.01% | 395 |
|
|
2017
Q4 | $6K | Hold |
400
| – | – | ﹤0.01% | 414 |
|
|
2017
Q3 | $6K | Buy |
+400
| New | +$6K | ﹤0.01% | 387 |
|
|
2016
Q4 | – | Sell |
-234
| Closed | -$3K | – | 462 |
|
|
2016
Q3 | $3K | Sell |
234
-110
| -32% | -$1.41K | ﹤0.01% | 444 |
|
|
2016
Q2 | $4K | Sell |
344
-453
| -57% | -$5.27K | ﹤0.01% | 440 |
|
|
2016
Q1 | $8K | Buy |
797
+453
| +132% | +$4.55K | ﹤0.01% | 416 |
|
|
2015
Q4 | $3K | Buy |
+344
| New | +$3K | ﹤0.01% | 485 |
|