JFS Wealth Advisors’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.8K | Sell |
931
-74
| -7% | -$1.81K | ﹤0.01% | 632 |
|
|
2025
Q1 | $27.8K | Sell |
1,005
-10
| -1% | -$277 | ﹤0.01% | 592 |
|
|
2024
Q4 | $33.1K | Sell |
1,015
-2
| -0.2% | -$65 | ﹤0.01% | 536 |
|
|
2024
Q3 | $36.5K | Buy |
1,017
+24
| +2% | +$861 | ﹤0.01% | 521 |
|
|
2024
Q2 | $34.8K | Sell |
993
-14
| -1% | -$490 | ﹤0.01% | 479 |
|
|
2024
Q1 | $30.4K | Sell |
1,007
-73
| -7% | -$2.21K | ﹤0.01% | 531 |
|
|
2023
Q4 | $32.5K | Buy |
1,080
+46
| +4% | +$1.38K | ﹤0.01% | 485 |
|
|
2023
Q3 | $26.6K | Sell |
1,034
-137
| -12% | -$3.52K | ﹤0.01% | 481 |
|
|
2023
Q2 | $36K | Buy |
1,171
+7
| +0.6% | +$215 | ﹤0.01% | 414 |
|
|
2023
Q1 | $34.2K | Sell |
1,164
-4
| -0.3% | -$117 | ﹤0.01% | 426 |
|
|
2022
Q4 | $31.4K | Buy |
1,168
+274
| +31% | +$7.36K | ﹤0.01% | 436 |
|
|
2022
Q3 | $22K | Sell |
894
-276
| -24% | -$6.79K | ﹤0.01% | 554 |
|
|
2022
Q2 | $38K | Sell |
1,170
-29
| -2% | -$942 | ﹤0.01% | 446 |
|
|
2022
Q1 | $44K | Buy |
1,199
+204
| +21% | +$7.49K | ﹤0.01% | 451 |
|
|
2021
Q4 | $37K | Buy |
995
+119
| +14% | +$4.43K | ﹤0.01% | 470 |
|
|
2021
Q3 | $24K | Buy |
876
+700
| +398% | +$19.2K | ﹤0.01% | 516 |
|
|
2021
Q2 | $5K | Hold |
176
| – | – | ﹤0.01% | 491 |
|
|
2021
Q1 | $6K | Hold |
176
| – | – | ﹤0.01% | 454 |
|
|
2020
Q4 | $4K | Hold |
176
| – | – | ﹤0.01% | 493 |
|
|
2020
Q3 | $3K | Hold |
176
| – | – | ﹤0.01% | 480 |
|
|
2020
Q2 | $3K | Hold |
176
| – | – | ﹤0.01% | 463 |
|
|
2020
Q1 | $3K | Hold |
176
| – | – | ﹤0.01% | 416 |
|
|
2019
Q4 | $4K | Buy |
+176
| New | +$4K | ﹤0.01% | 418 |
|
|
2018
Q4 | – | Sell |
-400
| Closed | -$10K | – | 490 |
|
|
2018
Q3 | $10K | Hold |
400
| – | – | ﹤0.01% | 404 |
|
|
2018
Q2 | $9K | Hold |
400
| – | – | ﹤0.01% | 372 |
|
|
2018
Q1 | $9K | Hold |
400
| – | – | ﹤0.01% | 373 |
|
|
2017
Q4 | $8K | Hold |
400
| – | – | ﹤0.01% | 391 |
|
|
2017
Q3 | $8K | Buy |
+400
| New | +$8K | ﹤0.01% | 377 |
|
|
2017
Q2 | – | Sell |
-400
| Closed | -$6K | – | 427 |
|
|
2017
Q1 | $6K | Hold |
400
| – | – | ﹤0.01% | 380 |
|
|
2016
Q4 | $6K | Hold |
400
| – | – | ﹤0.01% | 380 |
|
|
2016
Q3 | $6K | Buy |
400
+200
| +100% | +$3K | ﹤0.01% | 419 |
|
|
2016
Q2 | $3K | Sell |
200
-43
| -18% | -$645 | ﹤0.01% | 459 |
|
|
2016
Q1 | $3K | Buy |
243
+43
| +22% | +$531 | ﹤0.01% | 484 |
|
|
2015
Q4 | $2K | Sell |
200
-240
| -55% | -$2.4K | ﹤0.01% | 505 |
|
|
2015
Q3 | $5K | Hold |
440
| – | – | ﹤0.01% | 389 |
|
|
2015
Q2 | $6K | Hold |
440
| – | – | ﹤0.01% | 395 |
|
|
2015
Q1 | $6K | Buy |
+440
| New | +$6K | ﹤0.01% | 400 |
|
|
2014
Q4 | – | Sell |
-335
| Closed | -$5K | – | 530 |
|
|
2014
Q3 | $5K | Buy |
+335
| New | +$5K | ﹤0.01% | 383 |
|