JNBA Financial 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 | $60.2K | Hold |
2,946
| – | – | 0.01% | 276 |
|
|
2025
Q1 | $45.5K | Hold |
2,946
| – | – | ﹤0.01% | 295 |
|
|
2024
Q4 | $62.9K | Hold |
2,946
| – | – | 0.01% | 264 |
|
|
2024
Q3 | $60.3K | Buy |
2,946
+146
| +5% | +$2.99K | 0.01% | 266 |
|
|
2024
Q2 | $59.3K | Hold |
2,800
| – | – | 0.01% | 268 |
|
|
2024
Q1 | $49.6K | Hold |
2,800
| – | – | 0.01% | 290 |
|
|
2023
Q4 | $47.5K | Hold |
2,800
| – | – | 0.01% | 288 |
|
|
2023
Q3 | $48.6K | Hold |
2,800
| – | – | 0.01% | 278 |
|
|
2023
Q2 | $47K | Hold |
2,800
| – | – | 0.01% | 291 |
|
|
2023
Q1 | $44.6K | Hold |
2,800
| – | – | 0.01% | 290 |
|
|
2022
Q4 | $44.7K | Hold |
2,800
| – | – | 0.01% | 290 |
|
|
2022
Q3 | $34K | Hold |
2,800
| – | – | 0.01% | 312 |
|
|
2022
Q2 | $37K | Sell |
2,800
-91
| -3% | -$1.2K | 0.01% | 308 |
|
|
2022
Q1 | $48K | Hold |
2,891
| – | – | 0.01% | 293 |
|
|
2021
Q4 | $46K | Hold |
2,891
| – | – | 0.01% | 317 |
|
|
2021
Q3 | $41K | Hold |
2,891
| – | – | 0.01% | 318 |
|
|
2021
Q2 | $42K | Hold |
2,891
| – | – | 0.01% | 307 |
|
|
2021
Q1 | $46K | Hold |
2,891
| – | – | 0.01% | 286 |
|
|
2020
Q4 | $34K | Hold |
2,891
| – | – | 0.01% | 295 |
|
|
2020
Q3 | $27K | Hold |
2,891
| – | – | 0.01% | 302 |
|
|
2020
Q2 | $28K | Hold |
2,891
| – | – | 0.01% | 292 |
|
|
2020
Q1 | $28K | Hold |
2,891
| – | – | 0.01% | 275 |
|
|
2019
Q4 | $46K | Buy |
2,891
+91
| +3% | +$1.45K | 0.01% | 255 |
|
|
2019
Q3 | $42K | Sell |
2,800
-300
| -10% | -$4.5K | 0.01% | 252 |
|
|
2019
Q2 | $46K | Buy |
3,100
+300
| +11% | +$4.45K | 0.01% | 248 |
|
|
2019
Q1 | $43K | Hold |
2,800
| – | – | 0.01% | 243 |
|
|
2018
Q4 | $37K | Buy |
2,800
+2,600
| +1,300% | +$34.4K | 0.01% | 239 |
|
|
2018
Q3 | $3K | Sell |
200
-2,600
| -93% | -$39K | ﹤0.01% | 443 |
|
|
2018
Q2 | $41K | Hold |
2,800
| – | – | 0.01% | 245 |
|
|
2018
Q1 | $49K | Hold |
2,800
| – | – | 0.01% | 225 |
|
|
2017
Q4 | $40K | Hold |
2,800
| – | – | 0.01% | 241 |
|
|
2017
Q3 | $41K | Sell |
2,800
-809
| -22% | -$11.8K | 0.01% | 228 |
|
|
2017
Q2 | $46K | Sell |
3,609
-1,209
| -25% | -$15.4K | 0.01% | 215 |
|
|
2017
Q1 | $66K | Hold |
4,818
| – | – | 0.02% | 183 |
|
|
2016
Q4 | $65K | Sell |
4,818
-5,264
| -52% | -$71K | 0.02% | 188 |
|
|
2016
Q3 | $133K | Buy |
10,082
+4,113
| +69% | +$54.3K | 0.02% | 297 |
|
|
2016
Q2 | $63K | Hold |
5,969
| – | – | 0.02% | 185 |
|
|
2016
Q1 | $61K | Hold |
5,969
| – | – | 0.02% | 180 |
|
|
2015
Q4 | $53K | Buy |
+5,969
| New | +$53K | 0.02% | 186 |
|